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National Wealth Management Group, LLC: CGDV position timeline

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

National Wealth Management Group, LLC held 41,398 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,398 shares
    Change vs previous 13F +19,216 shares

    0.63% of the 13F portfolio, value $2,040,099.

    13F-HR 0001977723-26-000004 filed by National Wealth Management 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 22,182 shares
    Change vs previous 13F +437 shares

    0.35% of the 13F portfolio, value $943,616.

    13F-HR 0001977723-26-000002 filed by National Wealth Management 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 21,745 shares
    Change vs previous 13F +2,994 shares

    0.33% of the 13F portfolio, value $948,946.

    13F-HR 0001977723-26-000001 filed by National Wealth Management 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 18,751 shares
    Change vs previous 13F +1,872 shares

    0.3% of the 13F portfolio, value $788,087.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 16,879 shares
    Change vs previous 13F +439 shares

    0.37% of the 13F portfolio, value $666,532.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 16,440 shares
    Change vs previous 13F +86 shares

    0.39% of the 13F portfolio, value $585,937.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 16,354 shares
    Change vs previous 13F +329 shares

    0.38% of the 13F portfolio, value $576,658.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 16,025 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $583,960.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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