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Disclosery

MFA Wealth Services: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFA Wealth Services on CGDG, newest first. How the timeline and the estimate are built.

MFA Wealth Services held 63,408 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,408 shares
    Change vs previous 13F -2,245 shares

    1.42% of the 13F portfolio, value $2,378,424.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 65,653 shares
    Change vs previous 13F +25,642 shares

    1.56% of the 13F portfolio, value $2,356,933.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 40,011 shares
    Change vs previous 13F +4,387 shares

    0.96% of the 13F portfolio, value $1,425,986.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 35,624 shares
    Change vs previous 13F +3,155 shares

    0.85% of the 13F portfolio, value $1,234,363.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 32,469 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,091,944.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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