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Owen LaRue, LLC: CGDV position timeline

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

Owen LaRue, LLC held 82,042 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,042 shares
    Change vs previous 13F -6,974 shares

    1.41% of the 13F portfolio, value $4,043,012.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 89,016 shares
    Change vs previous 13F +400 shares

    1.45% of the 13F portfolio, value $3,786,745.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 88,616 shares
    Change vs previous 13F +6,027 shares

    1.47% of the 13F portfolio, value $3,867,207.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 82,589 shares
    Change vs previous 13F +31,743 shares

    1.37% of the 13F portfolio, value $3,471,199.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 50,846 shares
    Change vs previous 13F +3,004 shares

    0.85% of the 13F portfolio, value $2,007,917.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 47,842 shares
    Change vs previous 13F -1,098 shares

    0.85% of the 13F portfolio, value $1,705,078.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 48,940 shares
    Change vs previous 13F +292 shares

    0.9% of the 13F portfolio, value $1,725,614.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 48,648 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,772,741.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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