Skip to content
Disclosery

M Holdings Securities, Inc.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on CGDV, newest first. How the timeline and the estimate are built.

M Holdings Securities, Inc. held 77,030 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,030 shares
    Change vs previous 13F +2,184 shares

    0.52% of the 13F portfolio, value $3,791,000.

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
    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 74,846 shares
    Change vs previous 13F +23,291 shares

    0.24% of the 13F portfolio, value $3,514,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
    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 51,555 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,250,000.

    13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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