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Teamwork Financial Advisors, LLC: CGDV position timeline

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

Teamwork Financial Advisors, LLC held 569,657 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 569,657 shares
    Change vs previous 13F +25,127 shares

    2.62% of the 13F portfolio, value $28,072,700.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 544,530 shares
    Change vs previous 13F -955 shares

    2.57% of the 13F portfolio, value $23,164,306.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 545,485 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $23,804,965.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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