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MTM FINANCIAL GROUP, LLC: CGDV position timeline

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

MTM FINANCIAL GROUP, LLC held 160,979 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,979 shares
    Change vs previous 13F -2,378 shares

    3.4% of the 13F portfolio, value $7,933,038.

    13F-HR 0002085853-26-000870 filed by MTM FINANCIAL GROUP, 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 163,357 shares
    Change vs previous 13F +3,071 shares

    3.26% of the 13F portfolio, value $6,949,193.

    13F-HR 0002085853-26-000642 filed by MTM FINANCIAL GROUP, 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 160,286 shares
    Change vs previous 13F -3,003 shares

    3.34% of the 13F portfolio, value $6,994,867.

    13F-HR 0002085853-26-000641 filed by MTM FINANCIAL GROUP, 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 163,289 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $6,863,037.

    13F-HR 0002085853-26-000640 filed by MTM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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