Skip to content
Disclosery

Mutual Advisors, LLC: CGDV position timeline

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

Mutual Advisors, LLC held 503,868 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 503,868 shares
    Change vs previous 13F +98,202 shares

    0.47% of the 13F portfolio, value $24,830,592.

    13F-HR 0001986152-26-000154 filed by Mutual 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 405,666 shares
    Change vs previous 13F +170,457 shares

    0.37% of the 13F portfolio, value $17,257,027.

    13F-HR 0001986152-26-000054 filed by Mutual 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 235,209 shares
    Change vs previous 13F +8,360 shares

    0.22% of the 13F portfolio, value $10,264,516.

    13F-HR 0001986152-26-000005 filed by Mutual 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 226,849 shares
    Change vs previous 13F +31,961 shares

    0.21% of the 13F portfolio, value $9,675,126.

    13F-HR 0001986152-25-000100 filed by Mutual 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 194,888 shares
    Change vs previous 13F +17,835 shares

    0.2% of the 13F portfolio, value $8,041,091.

    13F-HR 0001986152-25-000050 filed by Mutual 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 177,053 shares
    Change vs previous 13F +90,876 shares

    0.18% of the 13F portfolio, value $6,149,044.

    13F-HR 0001986152-25-000037 filed by Mutual 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 86,177 shares
    Change vs previous 13F -38,594 shares

    0.09% of the 13F portfolio, value $3,061,871.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 124,771 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,525,455.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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