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Disclosery

Signature Wealth Management Group: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signature Wealth Management Group on CGDV, newest first. How the timeline and the estimate are built.

Signature Wealth Management Group held 12,872 CGDV shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,872 shares
    Change vs previous 13F -102 shares

    0.21% of the 13F portfolio, value $547,575.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,974 shares
    Change vs previous 13F -46 shares

    0.23% of the 13F portfolio, value $566,185.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 13,020 shares
    Change vs previous 13F +388 shares

    0.21% of the 13F portfolio, value $547,231.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,632 shares
    Change vs previous 13F +406 shares

    0.2% of the 13F portfolio, value $498,838.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,226 shares
    Change vs previous 13F +667 shares

    0.17% of the 13F portfolio, value $435,735.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,559 shares
    Change vs previous 13F +210 shares

    0.16% of the 13F portfolio, value $407,570.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,349 shares
    Change vs previous 13F -218 shares

    0.17% of the 13F portfolio, value $413,558.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 11,567 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $381,711.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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