Scott Capital Advisors, LLC: CGDV position timeline

Scott Capital Advisors, LLC held 154,652 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 154,652 shares

   Change vs previous 13F +3,673 shares

   1.1% of the 13F portfolio, value $7,656,844.

   13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
   Accepted 2026-10-10 01:05:43 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 150,979 shares

   Change vs previous 13F +17,692 shares

   1.17% of the 13F portfolio, value $7,440,250.

   13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 133,287 shares

   Change vs previous 13F +16,502 shares

   1.21% of the 13F portfolio, value $5,960,599.

   13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 116,785 shares

   Change vs previous 13F +26,483 shares

   1.13% of the 13F portfolio, value $5,096,499.

   13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 90,302 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $3,845,945.

   13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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