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Parsonex Advisory Services, Inc.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsonex Advisory Services, Inc. on CGDV, newest first. How the timeline and the estimate are built.

Parsonex Advisory Services, Inc. held 41,304 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,304 shares
    Change vs previous 13F -7,876 shares

    1.77% of the 13F portfolio, value $2,035,482.

    13F-HR 0002107398-26-000008 filed by Parsonex Advisory Services, Inc.
    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 49,180 shares
    Change vs previous 13F +7,461 shares

    2.05% of the 13F portfolio, value $2,092,106.

    13F-HR 0002107398-26-000004 filed by Parsonex Advisory Services, Inc.
    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 41,719 shares
    Change vs previous 13F +9,119 shares

    1.16% of the 13F portfolio, value $1,820,606.

    13F-HR 0002107398-26-000001 filed by Parsonex Advisory Services, Inc.
    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 32,600 shares
    Change vs previous 13F -49 shares

    0.93% of the 13F portfolio, value $1,370,179.

    13F-HR 0002107398-26-000003 filed by Parsonex Advisory Services, Inc.
    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 32,649 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,289,318.

    13F-HR 0002107398-26-000002 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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