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Disclosery

PKS Advisory Services, LLC: CGDV position timeline

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

PKS Advisory Services, LLC held 21,401 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,401 shares
    Change vs previous 13F +1,742 shares

    0.17% of the 13F portfolio, value $1,054,556.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 19,659 shares
    Change vs previous 13F +2,485 shares

    0.19% of the 13F portfolio, value $836,303.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 17,174 shares
    Change vs previous 13F +6,883 shares

    0.17% of the 13F portfolio, value $749,483.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 10,291 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $432,543.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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