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Prime Capital Investment Advisors, LLC: CGDV position timeline

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

Prime Capital Investment Advisors, LLC held 190,608 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,608 shares
    Change vs previous 13F +6,711 shares

    0.09% of the 13F portfolio, value $9,393,159.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment Advisors, 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 183,897 shares
    Change vs previous 13F +26,876 shares

    0.09% of the 13F portfolio, value $7,822,989.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment Advisors, 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 157,021 shares
    Change vs previous 13F +13,375 shares

    0.08% of the 13F portfolio, value $6,852,407.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment Advisors, 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 143,646 shares
    Change vs previous 13F +57,391 shares

    0.08% of the 13F portfolio, value $6,037,441.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, 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 86,255 shares
    Change vs previous 13F +22,159 shares

    0.05% of the 13F portfolio, value $3,406,210.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 64,096 shares
    Change vs previous 13F +21,793 shares

    0.03% of the 13F portfolio, value $2,284,383.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 42,303 shares
    Change vs previous 13F +19,037 shares

    0.02% of the 13F portfolio, value $1,491,604.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, 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 23,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $847,813.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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