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Northwest Financial Advisors: CGDV position timeline

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

Northwest Financial Advisors held 150,459 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 150,459 shares
    Change vs previous 13F +100,366 shares

    0.99% of the 13F portfolio, value $7,414,621.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 50,093 shares
    Change vs previous 13F +6,061 shares

    4.11% of the 13F portfolio, value $2,130,959.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 44,032 shares
    Change vs previous 13F -1,160 shares

    3.95% of the 13F portfolio, value $1,921,570.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 45,192 shares
    Change vs previous 13F +5,242 shares

    2.44% of the 13F portfolio, value $1,899,437.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 39,950 shares
    Change vs previous 13F +475 shares

    2.2% of the 13F portfolio, value $1,577,605.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 39,475 shares
    Change vs previous 13F +4,438 shares

    1.17% of the 13F portfolio, value $1,406,902.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 35,037 shares
    Change vs previous 13F +9,227 shares

    1.02% of the 13F portfolio, value $1,235,416.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 25,810 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $940,516.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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