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Mason Investment Advisory Services, Inc.: CGDV position timeline

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

Mason Investment Advisory Services, Inc. held 844,702 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 844,702 shares
    Change vs previous 13F +41,264 shares

    1.58% of the 13F portfolio, value $41,626,934.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, 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 803,438 shares
    Change vs previous 13F +14,300 shares

    1.58% of the 13F portfolio, value $34,178,272.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, 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 789,138 shares
    Change vs previous 13F +312,731 shares

    1.63% of the 13F portfolio, value $34,437,999.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, 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 476,407 shares
    Change vs previous 13F +32,420 shares

    1% of the 13F portfolio, value $20,023,407.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, 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 443,987 shares
    Change vs previous 13F +64,610 shares

    0.96% of the 13F portfolio, value $17,533,058.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, 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 379,377 shares
    Change vs previous 13F +55,269 shares

    0.82% of the 13F portfolio, value $13,520,990.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, 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 324,108 shares
    Change vs previous 13F +202,639 shares

    0.67% of the 13F portfolio, value $11,428,060.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 121,469 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,426,327.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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