Skip to content
Disclosery

&PARTNERS: CGDV position timeline

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

&PARTNERS held 2,876,171 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,876,171 shares
    Change vs previous 13F +228,337 shares

    0.58% of the 13F portfolio, value $141,866,438.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 2,647,834 shares
    Change vs previous 13F +268,143 shares

    0.56% of the 13F portfolio, value $112,780,374.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 2,379,691 shares
    Change vs previous 13F +772,375 shares

    0.54% of the 13F portfolio, value $103,752,425.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 1,607,316 shares
    Change vs previous 13F +167,304 shares

    0.43% of the 13F portfolio, value $67,648,387.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 1,440,012 shares
    Change vs previous 13F +225,021 shares

    0.44% of the 13F portfolio, value $57,033,767.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 1,214,991 shares
    Change vs previous 13F +459,385 shares

    0.46% of the 13F portfolio, value $43,106,452.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 755,606 shares
    Change vs previous 13F +105,621 shares

    0.32% of the 13F portfolio, value $26,719,443.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 649,985 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $23,722,761.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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