ROTHSCHILD INVESTMENT LLC /IL: CGDV position timeline

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

ROTHSCHILD INVESTMENT LLC /IL held 39,532 CGDV shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

period ended2023-09-30
13F 39,532 shares
Change vs previous 13F +1,557 shares
0.09% of the 13F portfolio, value $1,046,000.
13F-HR 0001020918-23-000009 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 37,975 shares
Change vs previous 13F +3,256 shares
0.09% of the 13F portfolio, value $1,027,000.
13F-HR 0001020918-23-000007 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 34,719 shares
Change vs previous 13F +18,979 shares
0.08% of the 13F portfolio, value $866,000.
13F-HR 0001020918-23-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 15,740 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $371,000.
13F-HR 0001020918-23-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).