Skip to content
Disclosery

Magnus Financial Group LLC: CGDV position timeline

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

Magnus Financial Group LLC held 255,475 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,475 shares
    Change vs previous 13F +10,373 shares

    0.89% of the 13F portfolio, value $12,589,789.

    13F-HR 0001951757-26-000961 filed by Magnus Financial Group LLC
    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 245,102 shares
    Change vs previous 13F +7,103 shares

    0.85% of the 13F portfolio, value $10,426,656.

    13F-HR 0001951757-26-000579 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 237,999 shares
    Change vs previous 13F +2,344 shares

    0.79% of the 13F portfolio, value $10,386,282.

    13F-HR 0001951757-26-000023 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 235,655 shares
    Change vs previous 13F +6,282 shares

    0.78% of the 13F portfolio, value $9,904,594.

    13F-HR 0001951757-25-001193 filed by Magnus Financial Group LLC
    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 229,373 shares
    Change vs previous 13F +118,169 shares

    0.8% of the 13F portfolio, value $9,057,950.

    13F-HR 0001951757-25-000865 filed by Magnus Financial Group LLC
    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 111,204 shares
    Change vs previous 13F +24,454 shares

    0.38% of the 13F portfolio, value $3,963,298.

    13F-HR 0001951757-25-000315 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 86,750 shares
    Change vs previous 13F +9,756 shares

    0.3% of the 13F portfolio, value $3,058,793.

    13F-HR 0001951757-25-000069 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 76,994 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,805,663.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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