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Mascagni Wealth Management, Inc.: CGDV position timeline

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

Mascagni Wealth Management, Inc. held 133,244 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,244 shares
    Change vs previous 13F -1,454 shares

    4.08% of the 13F portfolio, value $6,566,268.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, 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 134,698 shares
    Change vs previous 13F +8,986 shares

    4.08% of the 13F portfolio, value $5,730,068.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, 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 125,712 shares
    Change vs previous 13F +16,501 shares

    4.09% of the 13F portfolio, value $5,486,056.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 109,211 shares
    Change vs previous 13F +19,242 shares

    3.55% of the 13F portfolio, value $4,590,147.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 89,969 shares
    Change vs previous 13F +64,733 shares

    3.03% of the 13F portfolio, value $3,552,859.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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/A 25,236 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $899,401.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    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/A 25,236 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $899,401.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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