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ROTHSCHILD INVESTMENT LLC: CGDV position timeline

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

ROTHSCHILD INVESTMENT LLC held 338,843 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,843 shares
    Change vs previous 13F +45,617 shares

    0.62% of the 13F portfolio, value $16,698,185.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 293,226 shares
    Change vs previous 13F +66,513 shares

    0.65% of the 13F portfolio, value $12,473,831.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 226,713 shares
    Change vs previous 13F +15,004 shares

    0.54% of the 13F portfolio, value $9,893,753.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 211,709 shares
    Change vs previous 13F +61,039 shares

    0.5% of the 13F portfolio, value $8,898,145.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 150,670 shares
    Change vs previous 13F +21,086 shares

    0.37% of the 13F portfolio, value $5,949,941.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 129,584 shares
    Change vs previous 13F +21,987 shares

    0.31% of the 13F portfolio, value $4,618,386.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 107,597 shares
    Change vs previous 13F +9,687 shares

    0.25% of the 13F portfolio, value $3,793,883.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 97,910 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,567,840.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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