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Disclosery

Richmond Investment Services, LLC: CGDV position timeline

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

Richmond Investment Services, LLC held 77,430 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 77,430 shares
    Change vs previous 13F -117,655 shares

    1.21% of the 13F portfolio, value $3,815,733.

    13F-HR 0002085853-26-000873 filed by Richmond Investment 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 195,085 shares
    Change vs previous 13F -4,343 shares

    1.34% of the 13F portfolio, value $8,298,816.

    13F-HR 0002085853-26-000531 filed by Richmond Investment 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 199,428 shares
    Change vs previous 13F +2,854 shares

    1.5% of the 13F portfolio, value $8,702,954.

    13F-HR 0002085853-26-000262 filed by Richmond Investment 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 196,574 shares
    Change vs previous 13F +5,864 shares

    1.54% of the 13F portfolio, value $8,262,045.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 190,710 shares
    Change vs previous 13F +99,090 shares

    1.59% of the 13F portfolio, value $7,530,918.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 91,620 shares
    Change vs previous 13F -22,343 shares

    1.77% of the 13F portfolio, value $3,265,331.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 113,963 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $4,018,333.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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