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SAGESPRING WEALTH PARTNERS, LLC: CGDV position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 109,425 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,425 shares
    Change vs previous 13F +4,198 shares

    0.08% of the 13F portfolio, value $5,392,465.

    13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, 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 105,227 shares
    Change vs previous 13F +3,321 shares

    0.08% of the 13F portfolio, value $4,476,359.

    13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, 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 101,906 shares
    Change vs previous 13F +4,924 shares

    0.08% of the 13F portfolio, value $4,447,171.

    13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, 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 96,982 shares
    Change vs previous 13F +1,635 shares

    0.08% of the 13F portfolio, value $4,076,155.

    13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, 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 95,347 shares
    Change vs previous 13F +6,608 shares

    0.08% of the 13F portfolio, value $3,765,237.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, 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 88,739 shares
    Change vs previous 13F +19,418 shares

    0.08% of the 13F portfolio, value $3,162,674.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, 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 69,321 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,444,254.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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