Rodgers & Associates, LTD: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on CGDV, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 16,214 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 16,214 shares
Change vs previous 13F +7,645 shares
0.07% of the 13F portfolio, value $799,026.
13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,569 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $364,525.
13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).