Sound View Wealth Advisors Group, LLC: CGDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound View Wealth Advisors Group, LLC on CGDV, newest first. How the timeline and the estimate are built.
Sound View Wealth Advisors Group, LLC held 5,769 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 5,769 sharesChange vs previous 13F -55 shares
0.02% of the 13F portfolio, value $284,296.
13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,824 sharesChange vs previous 13F +55 shares
0.02% of the 13F portfolio, value $247,753.
13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,769 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $251,759.
13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,769 sharesChange vs previous 13F +568 shares
0.02% of the 13F portfolio, value $242,471.
13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,201 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $205,387.
13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).