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Litman Gregory Wealth Management LLC: CGDV position timeline

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

Litman Gregory Wealth Management LLC held 34,638 CGDV shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 34,638 shares
    Change vs previous 13F -161 shares

    0.11% of the 13F portfolio, value $1,511,621.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 34,799 shares
    Change vs previous 13F +2,692 shares

    0.11% of the 13F portfolio, value $1,462,592.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 32,107 shares
    Change vs previous 13F -3,394 shares

    0.1% of the 13F portfolio, value $1,267,896.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 35,501 shares
    Change vs previous 13F -1,326 shares

    0.11% of the 13F portfolio, value $1,265,263.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 36,827 shares
    Change vs previous 13F +1,327 shares

    0.11% of the 13F portfolio, value $1,298,527.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 35,500 shares
    Change vs previous 13F +135 shares

    0.11% of the 13F portfolio, value $1,293,629.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 35,365 shares
    Change vs previous 13F +1,768 shares

    0.1% of the 13F portfolio, value $1,167,030.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 33,597 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,091,894.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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