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MRWM Advisors, LLC: CGDV position timeline

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

MRWM Advisors, LLC held 38,341 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,341 shares
    Change vs previous 13F -133 shares

    0.78% of the 13F portfolio, value $1,889,444.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 38,474 shares
    Change vs previous 13F -1,649 shares

    0.89% of the 13F portfolio, value $1,636,683.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 40,123 shares
    Change vs previous 13F -747 shares

    0.94% of the 13F portfolio, value $1,750,968.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, LLC
    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 40,870 shares
    Change vs previous 13F -4,112 shares

    0.98% of the 13F portfolio, value $1,717,766.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, LLC
    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 44,982 shares
    Change vs previous 13F -1,663 shares

    1.11% of the 13F portfolio, value $1,776,339.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, LLC
    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 46,645 shares
    Change vs previous 13F -33,461 shares

    1.16% of the 13F portfolio, value $1,662,428.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 80,106 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,824,538.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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