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MAINSTAY CAPITAL MANAGEMENT LLC /ADV: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAINSTAY CAPITAL MANAGEMENT LLC /ADV on CGDV, newest first. How the timeline and the estimate are built.

MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 1,141,359 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,141,359 shares
    Change vs previous 13F -773,228 shares

    4.16% of the 13F portfolio, value $56,246,189.

    13F-HR 0001127612-26-000005 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 1,914,587 shares
    Change vs previous 13F +61,172 shares

    6.28% of the 13F portfolio, value $81,446,541.

    13F-HR 0001127612-26-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 1,853,415 shares
    Change vs previous 13F +164,453 shares

    6.2% of the 13F portfolio, value $80,883,041.

    13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 1,688,962 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $70,987,074.

    13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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