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Disclosery

Latitude Advisors, LLC: CGDV position timeline

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

Latitude Advisors, LLC held 96,340 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,340 shares
    Change vs previous 13F +8,872 shares

    1.89% of the 13F portfolio, value $4,747,623.

    13F-HR 0001754960-26-000648 filed by Latitude Advisors, 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 87,468 shares
    Change vs previous 13F +11,498 shares

    1.7% of the 13F portfolio, value $3,720,875.

    13F-HR 0001754960-26-000335 filed by Latitude Advisors, 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 75,970 shares
    Change vs previous 13F +5,172 shares

    1.46% of the 13F portfolio, value $3,315,317.

    13F-HR 0001754960-26-000121 filed by Latitude Advisors, 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 70,798 shares
    Change vs previous 13F +10,773 shares

    1.36% of the 13F portfolio, value $2,975,652.

    13F-HR 0001754960-25-000728 filed by Latitude Advisors, 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 60,025 shares
    Change vs previous 13F +2,667 shares

    1.19% of the 13F portfolio, value $2,370,407.

    13F-HR 0001754960-25-000491 filed by Latitude Advisors, 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 57,358 shares
    Change vs previous 13F +9,832 shares

    1.19% of the 13F portfolio, value $2,044,245.

    13F-HR 0001754960-25-000259 filed by Latitude Advisors, 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 47,526 shares
    Change vs previous 13F +5,146 shares

    0.94% of the 13F portfolio, value $1,675,778.

    13F-HR 0001754960-25-000082 filed by Latitude Advisors, 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 42,380 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,544,336.

    13F-HR 0001754960-24-000538 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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