Skip to content
Disclosery

LYNCH & ASSOCIATES/IN: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on CGDV, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 379,350 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 379,350 shares
    Change vs previous 13F +314,640 shares

    2.65% of the 13F portfolio, value $18,531,249.

    13F-HR 0001108965-26-000004 filed by LYNCH & ASSOCIATES/IN
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,710 shares
    Change vs previous 13F +5,126 shares

    0.56% of the 13F portfolio, value $3,188,910.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,584 shares
    Change vs previous 13F +17,376 shares

    0.48% of the 13F portfolio, value $2,534,704.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 42,208 shares
    Change vs previous 13F +3,193 shares

    0.35% of the 13F portfolio, value $1,841,958.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 39,015 shares
    Change vs previous 13F +2,363 shares

    0.32% of the 13F portfolio, value $1,639,800.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,652 shares
    Change vs previous 13F +4,178 shares

    0.29% of the 13F portfolio, value $1,447,387.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,474 shares
    Change vs previous 13F +17,127 shares

    0.25% of the 13F portfolio, value $1,157,373.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,347 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $541,135.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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