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Private Advisor Group, LLC: CGDV position timeline

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

Private Advisor Group, LLC held 5,858,151 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,858,151 shares
    Change vs previous 13F +2,106,718 shares

    1.32% of the 13F portfolio, value $288,689,639.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 3,751,433 shares
    Change vs previous 13F +240,226 shares

    0.75% of the 13F portfolio, value $159,585,894.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 3,511,207 shares
    Change vs previous 13F +372,045 shares

    0.72% of the 13F portfolio, value $153,228,990.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 3,139,162 shares
    Change vs previous 13F +257,621 shares

    0.65% of the 13F portfolio, value $131,938,934.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 2,881,541 shares
    Change vs previous 13F +934,948 shares

    0.61% of the 13F portfolio, value $113,792,000.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 1,946,593 shares
    Change vs previous 13F +465,503 shares

    0.42% of the 13F portfolio, value $69,376,571.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 1,481,090 shares
    Change vs previous 13F +421,804 shares

    0.29% of the 13F portfolio, value $52,223,272.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 1,059,286 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $38,600,337.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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