Skip to content
Disclosery

Sowell Financial Services LLC: CGDV position timeline

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

Sowell Financial Services LLC held 20,553 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,553 shares
    Change vs previous 13F +1,327 shares

    0.03% of the 13F portfolio, value $1,012,848.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 19,226 shares
    Change vs previous 13F +1,304 shares

    0.03% of the 13F portfolio, value $817,874.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 17,922 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $782,096.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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