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Disclosery

Souders Financial Advisors: CGDV position timeline

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

Souders Financial Advisors held 1,034,001 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034,001 shares
    Change vs previous 13F +14,405 shares

    5.13% of the 13F portfolio, value $50,955,590.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 1,019,596 shares
    Change vs previous 13F -301,772 shares

    4.95% of the 13F portfolio, value $43,373,609.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 1,321,368 shares
    Change vs previous 13F +48,998 shares

    6.6% of the 13F portfolio, value $57,664,494.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 1,272,370 shares
    Change vs previous 13F -26,152 shares

    6.36% of the 13F portfolio, value $53,477,697.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 1,298,522 shares
    Change vs previous 13F +89,720 shares

    6.53% of the 13F portfolio, value $51,278,627.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 1,208,802 shares
    Change vs previous 13F +226,539 shares

    6.01% of the 13F portfolio, value $43,081,689.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 982,263 shares
    Change vs previous 13F +258,521 shares

    4.84% of the 13F portfolio, value $34,634,579.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 723,742 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $26,373,148.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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