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Summit Investment Advisory Services, LLC: CGDV position timeline

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

Summit Investment Advisory Services, LLC held 1,020,802 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,020,802 shares
    Change vs previous 13F +31,675 shares

    12.62% of the 13F portfolio, value $50,305,125.

    13F-HR 0001951757-26-001053 filed by Summit Investment Advisory 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 989,127 shares
    Change vs previous 13F -16,514 shares

    15.63% of the 13F portfolio, value $42,077,472.

    13F-HR 0001951757-26-000713 filed by Summit Investment Advisory 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 1,005,641 shares
    Change vs previous 13F +34,309 shares

    16.56% of the 13F portfolio, value $43,886,165.

    13F-HR 0001951757-26-000354 filed by Summit Investment Advisory Services, 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/A 971,332 shares
    Change vs previous 13F +112 shares

    16.26% of the 13F portfolio, value $40,825,064.

    13F-HR/A 0001951757-25-001317 filed by Summit Investment Advisory Services, 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/A 971,220 shares
    Change vs previous 13F +40,132 shares

    16.68% of the 13F portfolio, value $38,353,468.

    13F-HR/A 0001951757-25-001318 filed by Summit Investment Advisory Services, 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 931,088 shares
    Change vs previous 13F +10,014 shares

    16.27% of the 13F portfolio, value $33,183,960.

    13F-HR 0001951757-25-000327 filed by Summit Investment Advisory Services, 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 921,074 shares
    Change vs previous 13F +35,778 shares

    16.75% of the 13F portfolio, value $32,477,050.

    13F-HR 0001951757-25-000089 filed by Summit Investment Advisory Services, LLC
    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 885,296 shares
    Change vs previous 13F not available

    17.11% of the 13F portfolio, value $32,260,186.

    13F-HR 0001951757-24-001056 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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