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Disclosery

Olistico Wealth, LLC: CGDV position timeline

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

Olistico Wealth, LLC held 216,687 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 216,687 shares
    Change vs previous 13F +2,130 shares

    4.43% of the 13F portfolio, value $10,585,138.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 214,557 shares
    Change vs previous 13F +5,269 shares

    4.52% of the 13F portfolio, value $10,573,372.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 209,288 shares
    Change vs previous 13F +18,887 shares

    4.39% of the 13F portfolio, value $8,903,101.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 190,401 shares
    Change vs previous 13F +9,708 shares

    4.05% of the 13F portfolio, value $8,309,089.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 180,693 shares
    Change vs previous 13F +5,543 shares

    4.01% of the 13F portfolio, value $7,594,533.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 175,150 shares
    Change vs previous 13F +11,121 shares

    3.84% of the 13F portfolio, value $6,916,689.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 164,029 shares
    Change vs previous 13F +16,679 shares

    3.61% of the 13F portfolio, value $5,846,024.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 147,350 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $5,195,555.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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