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Disclosery

Sunbelt Securities, Inc.: CGDV position timeline

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

Sunbelt Securities, Inc. held 81,821 CGDV shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 81,821 shares
    Change vs previous 13F -429 shares

    0.22% of the 13F portfolio, value $3,480,674.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 82,250 shares
    Change vs previous 13F -978 shares

    0.24% of the 13F portfolio, value $3,589,399.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 83,228 shares
    Change vs previous 13F -8,055 shares

    0.24% of the 13F portfolio, value $3,498,057.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 91,283 shares
    Change vs previous 13F +2,728 shares

    0.28% of the 13F portfolio, value $3,218,647.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 88,555 shares
    Change vs previous 13F -2,728 shares

    0.28% of the 13F portfolio, value $3,156,110.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 91,283 shares
    Change vs previous 13F -4,512 shares

    0.28% of the 13F portfolio, value $3,221,386.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 95,795 shares
    Change vs previous 13F -11,460 shares

    0.34% of the 13F portfolio, value $3,490,756.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 107,255 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,539,401.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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