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SITTNER & NELSON, LLC: CGDV position timeline

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

SITTNER & NELSON, LLC held 205,742 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,742 shares
    Change vs previous 13F +14,663 shares

    3.19% of the 13F portfolio, value $10,138,985.

    13F-HR 0001846138-26-000004 filed by SITTNER & NELSON, 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 191,079 shares
    Change vs previous 13F +19,967 shares

    2.97% of the 13F portfolio, value $8,128,511.

    13F-HR 0001846138-26-000002 filed by SITTNER & NELSON, 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 171,112 shares
    Change vs previous 13F +14,618 shares

    2.75% of the 13F portfolio, value $7,780,475.

    13F-HR 0001846138-26-000001 filed by SITTNER & NELSON, 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 156,494 shares
    Change vs previous 13F +484 shares

    2.39% of the 13F portfolio, value $6,577,462.

    13F-HR 0001846138-25-000006 filed by SITTNER & NELSON, 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 156,010 shares
    Change vs previous 13F +4,074 shares

    2.48% of the 13F portfolio, value $6,160,826.

    13F-HR 0001846138-25-000003 filed by SITTNER & NELSON, 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 151,936 shares
    Change vs previous 13F +9,381 shares

    2.31% of the 13F portfolio, value $5,415,008.

    13F-HR 0001846138-25-000002 filed by SITTNER & NELSON, 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 142,555 shares
    Change vs previous 13F +15,017 shares

    2.18% of the 13F portfolio, value $5,026,498.

    13F-HR 0001846138-25-000001 filed by SITTNER & NELSON, 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 127,538 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,647,485.

    13F-HR 0001846138-24-000005 filed by SITTNER & NELSON, LLC
    Filed (acceptance time not in the bulk data set), ingested

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