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SILVIA MCCOLL WEALTH MANAGEMENT, LLC: CGDV position timeline

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

SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 435,524 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 435,524 shares
    Change vs previous 13F +8,324 shares

    12.78% of the 13F portfolio, value $21,275,356.

    13F-HR 0001991983-26-000006 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 427,200 shares
    Change vs previous 13F -26,390 shares

    12.67% of the 13F portfolio, value $21,052,402.

    13F-HR 0001991983-26-000004 filed by SILVIA MCCOLL 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 ended2026-03-31
    13F 453,590 shares
    Change vs previous 13F +27,878 shares

    12.71% of the 13F portfolio, value $19,295,719.

    13F-HR 0001991983-26-000003 filed by SILVIA MCCOLL 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 ended2025-12-31
    13F 425,712 shares
    Change vs previous 13F +4,455 shares

    12.35% of the 13F portfolio, value $18,578,072.

    13F-HR 0001991983-26-000002 filed by SILVIA MCCOLL 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 ended2025-09-30
    13F 421,257 shares
    Change vs previous 13F +40,900 shares

    11.98% of the 13F portfolio, value $17,705,432.

    13F-HR 0001991983-25-000008 filed by SILVIA MCCOLL 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 ended2025-06-30
    13F 380,357 shares
    Change vs previous 13F not available

    10.92% of the 13F portfolio, value $15,020,298.

    13F-HR 0001991983-25-000005 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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