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Moloney Securities Asset Management, LLC: CGDV position timeline

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

Moloney Securities Asset Management, LLC held 45,226 CGDV shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 45,226 shares
    Change vs previous 13F -596 shares

    0.23% of the 13F portfolio, value $1,900,859.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 45,822 shares
    Change vs previous 13F +2,909 shares

    0.22% of the 13F portfolio, value $1,809,512.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 42,913 shares
    Change vs previous 13F -1,524 shares

    0.21% of the 13F portfolio, value $1,529,430.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 44,437 shares
    Change vs previous 13F +10,539 shares

    0.21% of the 13F portfolio, value $1,566,859.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 33,898 shares
    Change vs previous 13F +13,345 shares

    0.17% of the 13F portfolio, value $1,235,243.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 20,553 shares
    Change vs previous 13F +1,715 shares

    0.1% of the 13F portfolio, value $678,249.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 18,838 shares
    Change vs previous 13F +5,775 shares

    0.09% of the 13F portfolio, value $612,235.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 13,063 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $389,800.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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