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MISSION WEALTH MANAGEMENT, LP: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CGDV, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 506,871 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 506,871 shares
    Change vs previous 13F +42,103 shares

    0.31% of the 13F portfolio, value $24,978,607.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 464,768 shares
    Change vs previous 13F +5,053 shares

    0.41% of the 13F portfolio, value $19,771,250.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 459,715 shares
    Change vs previous 13F +219,680 shares

    0.41% of the 13F portfolio, value $20,061,953.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 240,035 shares
    Change vs previous 13F +10,187 shares

    0.21% of the 13F portfolio, value $10,088,671.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 229,848 shares
    Change vs previous 13F +22,431 shares

    0.2% of the 13F portfolio, value $9,076,705.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 207,417 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,392,335.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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