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Disclosery

Sovran Advisors, LLC: CGDV position timeline

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

Sovran Advisors, LLC held 306,041 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,041 shares
    Change vs previous 13F -33,204 shares

    1.1% of the 13F portfolio, value $14,824,611.

    13F-HR 0002051471-26-000004 filed by Sovran 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 339,245 shares
    Change vs previous 13F -2,481 shares

    1.24% of the 13F portfolio, value $15,744,375.

    13F-HR 0002051471-26-000003 filed by Sovran 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 341,726 shares
    Change vs previous 13F -25,031 shares

    1.29% of the 13F portfolio, value $15,193,116.

    13F-HR 0002051471-26-000001 filed by Sovran 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 366,757 shares
    Change vs previous 13F +67,327 shares

    1.38% of the 13F portfolio, value $15,649,515.

    13F-HR 0002051471-25-000007 filed by Sovran 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 299,430 shares
    Change vs previous 13F +97,356 shares

    1.26% of the 13F portfolio, value $12,001,152.

    13F-HR 0002051471-25-000004 filed by Sovran 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 202,074 shares
    Change vs previous 13F +43,616 shares

    0.88% of the 13F portfolio, value $6,769,480.

    13F-HR 0002051471-25-000003 filed by Sovran 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 158,458 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $5,576,147.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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