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LongView Wealth Management: CGDV position timeline

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

LongView Wealth Management held 243,588 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,588 shares
    Change vs previous 13F -14,448 shares

    3.08% of the 13F portfolio, value $12,004,021.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 258,036 shares
    Change vs previous 13F +19,645 shares

    2.94% of the 13F portfolio, value $11,717,408.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 238,391 shares
    Change vs previous 13F +40,478 shares

    2.56% of the 13F portfolio, value $10,620,299.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 197,913 shares
    Change vs previous 13F +59,642 shares

    2.25% of the 13F portfolio, value $8,318,273.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 138,271 shares
    Change vs previous 13F -6,411 shares

    1.65% of the 13F portfolio, value $5,460,335.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 144,682 shares
    Change vs previous 13F +2,933 shares

    1.55% of the 13F portfolio, value $5,156,474.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 141,749 shares
    Change vs previous 13F +11,906 shares

    1.52% of the 13F portfolio, value $4,998,083.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 129,843 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,731,464.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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