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Smith Thornton Advisors LLC: CGDV position timeline

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

Smith Thornton Advisors LLC held 254,612 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,612 shares
    Change vs previous 13F +16,427 shares

    5.5% of the 13F portfolio, value $12,491,259.

    13F-HR 0002032436-26-000006 filed by Smith Thornton Advisors 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 238,185 shares
    Change vs previous 13F +7,495 shares

    5.1% of the 13F portfolio, value $10,132,386.

    13F-HR 0002032436-26-000004 filed by Smith Thornton Advisors 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 230,690 shares
    Change vs previous 13F +4,372 shares

    5.12% of the 13F portfolio, value $10,067,308.

    13F-HR 0002032436-26-000002 filed by Smith Thornton Advisors 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 226,318 shares
    Change vs previous 13F +7,624 shares

    4.99% of the 13F portfolio, value $9,512,155.

    13F-HR 0002032436-25-000010 filed by Smith Thornton Advisors 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 218,694 shares
    Change vs previous 13F +15,344 shares

    4.96% of the 13F portfolio, value $8,636,207.

    13F-HR 0002032436-25-000005 filed by Smith Thornton Advisors 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 203,350 shares
    Change vs previous 13F +84,291 shares

    4.51% of the 13F portfolio, value $7,247,403.

    13F-HR 0002032436-25-000003 filed by Smith Thornton Advisors 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 119,059 shares
    Change vs previous 13F +102,166 shares

    2.65% of the 13F portfolio, value $4,198,016.

    13F-HR 0002032436-25-000002 filed by Smith Thornton Advisors 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 16,893 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $615,596.

    13F-HR 0002032436-24-000006 filed by Smith Thornton Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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