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Main Line Retirement Advisors, LLC: CGDV position timeline

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

Main Line Retirement Advisors, LLC held 534,085 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 534,085 shares
    Change vs previous 13F +27,165 shares

    11.46% of the 13F portfolio, value $26,090,041.

    13F-HR 0001809416-26-000005 filed by Main Line Retirement Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 506,920 shares
    Change vs previous 13F -1,627 shares

    11.45% of the 13F portfolio, value $24,981,008.

    13F-HR 0001809416-26-000004 filed by Main Line Retirement Advisors, LLC
    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 508,547 shares
    Change vs previous 13F +496 shares

    10.8% of the 13F portfolio, value $21,633,579.

    13F-HR 0001809416-26-000003 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 508,051 shares
    Change vs previous 13F -7,860 shares

    11.22% of the 13F portfolio, value $22,171,333.

    13F-HR/A 0001809416-26-000002 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 515,911 shares
    Change vs previous 13F +13,395 shares

    11.13% of the 13F portfolio, value $21,683,755.

    13F-HR 0001809416-25-000009 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 502,516 shares
    Change vs previous 13F +444,202 shares

    11.3% of the 13F portfolio, value $19,844,362.

    13F-HR 0001809416-25-000008 filed by Main Line Retirement Advisors, LLC
    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 58,314 shares
    Change vs previous 13F +1,188 shares

    1.35% of the 13F portfolio, value $2,078,318.

    13F-HR 0001809416-25-000007 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 57,126 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,014,270.

    13F-HR 0001809416-25-000002 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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