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NewEdge Advisors, LLC: CGDV position timeline

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

NewEdge Advisors, LLC held 1,266,080 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,266,080 shares
    Change vs previous 13F -158,955 shares

    0.19% of the 13F portfolio, value $62,392,397.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 1,425,035 shares
    Change vs previous 13F +73,645 shares

    0.22% of the 13F portfolio, value $60,621,068.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 1,351,390 shares
    Change vs previous 13F +507,081 shares

    0.21% of the 13F portfolio, value $58,974,679.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 844,309 shares
    Change vs previous 13F +63,506 shares

    0.16% of the 13F portfolio, value $35,486,306.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 780,803 shares
    Change vs previous 13F -472,801 shares

    0.16% of the 13F portfolio, value $30,833,894.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 1,253,604 shares
    Change vs previous 13F +136,937 shares

    0.27% of the 13F portfolio, value $44,678,412.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 1,116,667 shares
    Change vs previous 13F +121,782 shares

    0.24% of the 13F portfolio, value $39,373,649.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 994,885 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $36,253,572.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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