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Onyx Bridge Wealth Group LLC: CGDV position timeline

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

Onyx Bridge Wealth Group LLC held 668,224 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 668,224 shares
    Change vs previous 13F +51,531 shares

    2.96% of the 13F portfolio, value $32,944,257.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth 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 616,693 shares
    Change vs previous 13F +33,764 shares

    2.82% of the 13F portfolio, value $26,244,725.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth 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 582,929 shares
    Change vs previous 13F +133,182 shares

    2.71% of the 13F portfolio, value $25,439,004.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth 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 449,747 shares
    Change vs previous 13F +97,910 shares

    2.06% of the 13F portfolio, value $18,912,556.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth 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 351,837 shares
    Change vs previous 13F +226,012 shares

    1.84% of the 13F portfolio, value $13,902,054.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth 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 125,825 shares
    Change vs previous 13F +67,847 shares

    0.64% of the 13F portfolio, value $4,486,394.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth 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 57,978 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,044,290.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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