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Disclosery

StrongBox Wealth, LLC: CGDV position timeline

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

StrongBox Wealth, LLC held 73,321 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,321 shares
    Change vs previous 13F +874 shares

    1.03% of the 13F portfolio, value $3,613,291.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 72,447 shares
    Change vs previous 13F +8,752 shares

    0.99% of the 13F portfolio, value $3,081,923.

    13F-HR 0001172661-26-001636 filed by StrongBox Wealth, 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 63,695 shares
    Change vs previous 13F +2,377 shares

    0.91% of the 13F portfolio, value $2,779,635.

    13F-HR 0001172661-26-000233 filed by StrongBox Wealth, 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 61,318 shares
    Change vs previous 13F +3,101 shares

    0.87% of the 13F portfolio, value $2,577,212.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 58,217 shares
    Change vs previous 13F +4,687 shares

    0.87% of the 13F portfolio, value $2,298,989.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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 53,530 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,907,809.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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