Skip to content
Disclosery

Pines Wealth Management, LLC: CGDV position timeline

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

Pines Wealth Management, LLC held 43,396 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 43,396 shares
    Change vs previous 13F -144 shares

    0.62% of the 13F portfolio, value $2,138,555.

    13F-HR 0001951757-26-001023 filed by Pines 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 43,540 shares
    Change vs previous 13F -3,058 shares

    0.6% of the 13F portfolio, value $1,852,192.

    13F-HR 0001951757-26-000527 filed by Pines 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 46,598 shares
    Change vs previous 13F +516 shares

    0.66% of the 13F portfolio, value $2,033,537.

    13F-HR 0001951757-26-000342 filed by Pines 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 46,082 shares
    Change vs previous 13F -2,018 shares

    0.65% of the 13F portfolio, value $1,936,827.

    13F-HR 0001951757-25-001248 filed by Pines 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 48,100 shares
    Change vs previous 13F +2,304 shares

    0.68% of the 13F portfolio, value $1,932,658.

    13F-HR 0001951757-25-000603 filed by Pines 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 45,796 shares
    Change vs previous 13F +2,678 shares

    0.68% of the 13F portfolio, value $1,462,267.

    13F-HR 0001951757-25-000336 filed by Pines 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 43,118 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,506,975.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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