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Disclosery

Ruggaard & Associates LLC: CGDV position timeline

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

Ruggaard & Associates LLC held 333,808 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,808 shares
    Change vs previous 13F -2,268 shares

    5.9% of the 13F portfolio, value $16,450,077.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 336,076 shares
    Change vs previous 13F -2,631 shares

    5.66% of the 13F portfolio, value $14,296,657.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 338,707 shares
    Change vs previous 13F -35,300 shares

    5.82% of the 13F portfolio, value $14,781,157.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 374,007 shares
    Change vs previous 13F +2,437 shares

    5.88% of the 13F portfolio, value $15,719,523.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 371,570 shares
    Change vs previous 13F -26,180 shares

    5.9% of the 13F portfolio, value $14,673,315.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 397,750 shares
    Change vs previous 13F +5,700 shares

    6.21% of the 13F portfolio, value $14,175,822.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 392,050 shares
    Change vs previous 13F +4,195 shares

    6.06% of the 13F portfolio, value $13,823,695.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 387,855 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $14,133,447.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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