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Professional Financial Advisors, LLC: CGDV position timeline

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

Professional Financial Advisors, LLC held 42,284 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,284 shares
    Change vs previous 13F +1,454 shares

    0.35% of the 13F portfolio, value $2,065,560.

    13F-HR 0001754960-26-000844 filed by Professional Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,830 shares
    Change vs previous 13F +4,055 shares

    0.35% of the 13F portfolio, value $2,012,115.

    13F-HR 0001754960-26-000450 filed by Professional Financial 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 ended2026-03-31
    13F 36,775 shares
    Change vs previous 13F +778 shares

    0.32% of the 13F portfolio, value $1,564,425.

    13F-HR 0001754960-26-000220 filed by Professional Financial 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 ended2025-12-31
    13F 35,997 shares
    Change vs previous 13F -375 shares

    0.32% of the 13F portfolio, value $1,570,926.

    13F-HR 0001754960-26-000073 filed by Professional Financial 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 ended2025-09-30
    13F 36,372 shares
    Change vs previous 13F -666 shares

    0.32% of the 13F portfolio, value $1,528,729.

    13F-HR 0001754960-25-000715 filed by Professional Financial 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 ended2025-06-30
    13F 37,038 shares
    Change vs previous 13F +4,112 shares

    0.34% of the 13F portfolio, value $1,462,637.

    13F-HR 0001754960-25-000340 filed by Professional Financial 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 ended2025-03-31
    13F 32,926 shares
    Change vs previous 13F +44 shares

    0.3% of the 13F portfolio, value $1,173,499.

    13F-HR 0001754960-25-000235 filed by Professional Financial 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 ended2024-12-31
    13F 32,882 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,159,436.

    13F-HR 0001754960-25-000009 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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