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Strategic Investment Solutions, Inc. /IL: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Solutions, Inc. /IL on CGDV, newest first. How the timeline and the estimate are built.

Strategic Investment Solutions, Inc. /IL held 26,707 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,707 shares
    Change vs previous 13F +678 shares

    0.3% of the 13F portfolio, value $1,316,082.

    13F-HR 0001062993-26-003560 filed by Strategic Investment Solutions, Inc. /IL
    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 26,029 shares
    Change vs previous 13F +1,545 shares

    0.27% of the 13F portfolio, value $1,107,292.

    13F-HR 0001062993-26-002253 filed by Strategic Investment Solutions, Inc. /IL
    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 24,484 shares
    Change vs previous 13F +4,742 shares

    0.26% of the 13F portfolio, value $1,068,501.

    13F-HR 0001062993-26-001194 filed by Strategic Investment Solutions, Inc. /IL
    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 19,742 shares
    Change vs previous 13F +7,290 shares

    0.22% of the 13F portfolio, value $829,744.

    13F-HR 0001062993-25-017159 filed by Strategic Investment Solutions, Inc. /IL
    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 12,452 shares
    Change vs previous 13F +765 shares

    0.15% of the 13F portfolio, value $491,733.

    13F-HR 0001062993-25-012891 filed by Strategic Investment Solutions, Inc. /IL
    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 11,687 shares
    Change vs previous 13F +40 shares

    0.12% of the 13F portfolio, value $416,530.

    13F-HR 0001062993-25-008965 filed by Strategic Investment Solutions, Inc. /IL
    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 11,647 shares
    Change vs previous 13F +2,257 shares

    0.14% of the 13F portfolio, value $410,678.

    13F-HR 0001062993-25-002339 filed by Strategic Investment Solutions, Inc. /IL
    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 9,390 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $342,171.

    13F-HR 0001062993-24-017896 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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