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Ridgeline Wealth Planning, LLC: CGDV position timeline

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

Ridgeline Wealth Planning, LLC held 272,667 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,667 shares
    Change vs previous 13F +21,061 shares

    8.52% of the 13F portfolio, value $13,437,023.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 251,606 shares
    Change vs previous 13F -4,104 shares

    7.82% of the 13F portfolio, value $10,703,327.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 255,710 shares
    Change vs previous 13F -5,202 shares

    7.96% of the 13F portfolio, value $11,159,172.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 260,912 shares
    Change vs previous 13F +4,120 shares

    8.24% of the 13F portfolio, value $10,966,119.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 256,792 shares
    Change vs previous 13F +16,543 shares

    8.35% of the 13F portfolio, value $10,140,716.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 240,249 shares
    Change vs previous 13F +7,412 shares

    8.41% of the 13F portfolio, value $8,562,468.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 232,837 shares
    Change vs previous 13F not available

    7.86% of the 13F portfolio, value $8,209,826.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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