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Disclosery

Lion Street Advisors, LLC: CGDV position timeline

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

Lion Street Advisors, LLC held 0 CGDV shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -8,279 shares

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 8,279 shares
    Change vs previous 13F +54 shares

    0.1% of the 13F portfolio, value $326,937.

    13F-HR 0001085146-25-004168 filed by Lion Street 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 ended2025-03-31
    13F 8,225 shares
    Change vs previous 13F -474 shares

    0.09% of the 13F portfolio, value $293,139.

    13F-HR 0001085146-25-002198 filed by Lion Street 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 ended2024-12-31
    13F 8,699 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $306,727.

    13F-HR 0001085146-25-000506 filed by Lion Street 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 ended2024-09-30
    13F 8,699 shares
    Change vs previous 13F -876 shares

    0.11% of the 13F portfolio, value $316,991.

    13F-HR 0001085146-24-004781 filed by Lion Street 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 ended2024-06-30
    13F 9,575 shares
    Change vs previous 13F +384 shares

    0.12% of the 13F portfolio, value $315,975.

    13F-HR 0001085146-24-002866 filed by Lion Street 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 ended2024-03-31
    13F 9,191 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $274,259.

    13F-HR 0001085146-24-001762 filed by Lion Street 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 ended2023-12-31
    13F 9,191 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $274,259.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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