Skip to content
Disclosery

McCarthy Asset Management, Inc.: CGDV position timeline

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

McCarthy Asset Management, Inc. held 277,359 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,359 shares
    Change vs previous 13F +12,419 shares

    6.48% of the 13F portfolio, value $13,668,254.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset 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 ended2025-12-31
    13F 264,940 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $11,561,980.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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