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PFG Advisors: CGDV position timeline

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

PFG Advisors held 210,765 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,765 shares
    Change vs previous 13F +17,495 shares

    0.52% of the 13F portfolio, value $10,386,499.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 193,270 shares
    Change vs previous 13F +20,231 shares

    0.4% of the 13F portfolio, value $8,221,705.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 173,039 shares
    Change vs previous 13F -164,885 shares

    0.37% of the 13F portfolio, value $7,551,406.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 337,924 shares
    Change vs previous 13F +30,678 shares

    0.58% of the 13F portfolio, value $14,202,937.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 307,246 shares
    Change vs previous 13F +172,542 shares

    0.56% of the 13F portfolio, value $12,133,154.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 134,704 shares
    Change vs previous 13F +37,850 shares

    0.27% of the 13F portfolio, value $4,800,852.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 96,854 shares
    Change vs previous 13F +20,861 shares

    0.21% of the 13F portfolio, value $3,415,084.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 75,993 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,769,186.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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