Skip to content
Disclosery

SAGE PRIVATE WEALTH GROUP, LLC: CGDV position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 410,468 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 410,468 shares
    Change vs previous 13F -10,813 shares

    9.09% of the 13F portfolio, value $20,227,839.

    13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH GROUP, 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 421,281 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $17,920,043.

    13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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