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Disclosery

Melone Private Wealth, LLC: CGDV position timeline

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

Melone Private Wealth, LLC held 364,684 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 364,684 shares
    Change vs previous 13F -5,472 shares

    6.84% of the 13F portfolio, value $17,971,614.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, LLC
    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 370,156 shares
    Change vs previous 13F +50,435 shares

    6.43% of the 13F portfolio, value $15,746,450.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, LLC
    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 319,721 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $13,952,638.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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