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SILVERLAKE WEALTH MANAGEMENT LLC: CGDV position timeline

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

SILVERLAKE WEALTH MANAGEMENT LLC held 82,729 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 82,729 shares
    Change vs previous 13F +5,537 shares

    0.78% of the 13F portfolio, value $4,076,882.

    13F-HR 0001951757-26-001127 filed by SILVERLAKE WEALTH MANAGEMENT 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 77,192 shares
    Change vs previous 13F +1,558 shares

    0.69% of the 13F portfolio, value $3,283,758.

    13F-HR 0001951757-26-000600 filed by SILVERLAKE WEALTH MANAGEMENT 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 75,634 shares
    Change vs previous 13F +596 shares

    0.74% of the 13F portfolio, value $3,300,682.

    13F-HR 0001951757-26-000041 filed by SILVERLAKE WEALTH MANAGEMENT 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 75,038 shares
    Change vs previous 13F +393 shares

    0.77% of the 13F portfolio, value $3,153,861.

    13F-HR 0001951757-25-001209 filed by SILVERLAKE WEALTH MANAGEMENT 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 74,645 shares
    Change vs previous 13F +2,825 shares

    0.87% of the 13F portfolio, value $2,947,747.

    13F-HR 0001951757-25-001117 filed by SILVERLAKE WEALTH MANAGEMENT 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 71,820 shares
    Change vs previous 13F +1,935 shares

    0.98% of the 13F portfolio, value $2,559,647.

    13F-HR 0001951757-25-000479 filed by SILVERLAKE WEALTH MANAGEMENT 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 69,885 shares
    Change vs previous 13F -2,352 shares

    0.95% of the 13F portfolio, value $2,464,132.

    13F-HR 0001951757-25-000137 filed by SILVERLAKE WEALTH MANAGEMENT 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 72,237 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,632,306.

    13F-HR 0001951757-24-001007 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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