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Perigon Wealth Management, LLC: CGDV position timeline

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

Perigon Wealth Management, LLC held 64,786 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,786 shares
    Change vs previous 13F +2,839 shares

    0.05% of the 13F portfolio, value $3,192,659.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 61,947 shares
    Change vs previous 13F +1,167 shares

    0.05% of the 13F portfolio, value $2,635,215.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 60,780 shares
    Change vs previous 13F +2,448 shares

    0.05% of the 13F portfolio, value $2,652,429.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 58,332 shares
    Change vs previous 13F +7,197 shares

    0.05% of the 13F portfolio, value $2,451,705.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 51,135 shares
    Change vs previous 13F +1,896 shares

    0.05% of the 13F portfolio, value $2,019,303.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 49,239 shares
    Change vs previous 13F +442 shares

    0.05% of the 13F portfolio, value $1,754,893.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 48,797 shares
    Change vs previous 13F +10,894 shares

    0.04% of the 13F portfolio, value $1,733,772.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 37,903 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,381,199.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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