MSH Capital Advisors LLC: CGDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MSH Capital Advisors LLC on CGDV, newest first. How the timeline and the estimate are built.
MSH Capital Advisors LLC held 44,860 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 44,860 sharesChange vs previous 13F +2,791 shares
0.38% of the 13F portfolio, value $2,210,714.
13F-HR 0001420506-26-001502 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,069 sharesChange vs previous 13F +6,169 shares
0.38% of the 13F portfolio, value $1,789,618.
13F-HR 0001420506-26-000884 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,900 sharesChange vs previous 13F +14,293 shares
0.33% of the 13F portfolio, value $1,566,679.
13F-HR 0001420506-26-000212 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,607 sharesChange vs previous 13F +1,073 shares
0.24% of the 13F portfolio, value $908,142.
13F-HR 0001420506-25-003041 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,534 sharesChange vs previous 13F -7,618 shares
0.23% of the 13F portfolio, value $810,888.
13F-HR 0001420506-25-001568 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,152 sharesChange vs previous 13F +383 shares
0.31% of the 13F portfolio, value $1,003,337.
13F-HR 0001420506-25-000992 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,769 sharesChange vs previous 13F +2,562 shares
0.31% of the 13F portfolio, value $979,135.
13F-HR 0001420506-25-000392 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,207 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $918,543.
13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).