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Disclosery

Lantz Financial LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantz Financial LLC on CGDV, newest first. How the timeline and the estimate are built.

Lantz Financial LLC held 44,190 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,190 shares
    Change vs previous 13F +1,357 shares

    0.4% of the 13F portfolio, value $2,177,683.

    13F-HR 0001766883-26-000009 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,833 shares
    Change vs previous 13F +82 shares

    0.38% of the 13F portfolio, value $1,822,116.

    13F-HR 0001766883-26-000005 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,751 shares
    Change vs previous 13F +118 shares

    0.39% of the 13F portfolio, value $1,865,654.

    13F-HR 0001766883-26-000002 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,633 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,791,865.

    13F-HR 0001766883-25-000008 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,633 shares
    Change vs previous 13F +494 shares

    0.42% of the 13F portfolio, value $1,683,577.

    13F-HR 0001085146-25-003738 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,139 shares
    Change vs previous 13F +1,206 shares

    0.41% of the 13F portfolio, value $1,501,834.

    13F-HR 0001085146-25-001925 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,933 shares
    Change vs previous 13F +523 shares

    0.38% of the 13F portfolio, value $1,443,298.

    13F-HR 0001085146-25-000377 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,410 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,472,540.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).