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Disclosery

NavPoint Financial, Inc.: CGDV position timeline

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

NavPoint Financial, Inc. held 24,630 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,630 shares
    Change vs previous 13F +2,132 shares

    0.45% of the 13F portfolio, value $1,213,767.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 22,498 shares
    Change vs previous 13F +2,532 shares

    0.39% of the 13F portfolio, value $957,079.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 19,966 shares
    Change vs previous 13F +4,419 shares

    0.37% of the 13F portfolio, value $871,331.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 15,547 shares
    Change vs previous 13F +3,927 shares

    0.34% of the 13F portfolio, value $653,431.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 11,620 shares
    Change vs previous 13F +4,090 shares

    0.28% of the 13F portfolio, value $458,864.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 7,530 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $268,369.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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