Skip to content
Disclosery

Total Clarity Wealth Management, Inc.: CGDV position timeline

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

Total Clarity Wealth Management, Inc. held 58,760 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 58,760 shares
    Change vs previous 13F -6,689 shares

    0.56% of the 13F portfolio, value $2,895,670.

    13F-HR 0001804909-26-000004 filed by Total Clarity Wealth Management, Inc.
    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 65,449 shares
    Change vs previous 13F -1,195 shares

    0.65% of the 13F portfolio, value $2,784,214.

    13F-HR 0001804909-26-000002 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 66,644 shares
    Change vs previous 13F +5,039 shares

    0.7% of the 13F portfolio, value $2,908,358.

    13F-HR 0001804909-26-000001 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 61,605 shares
    Change vs previous 13F -2,192 shares

    0.69% of the 13F portfolio, value $2,589,247.

    13F-HR 0001804909-25-000002 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 63,797 shares
    Change vs previous 13F +37,296 shares

    0.72% of the 13F portfolio, value $2,519,333.

    13F-HR 0001085146-25-004179 filed by Total Clarity Wealth Management, Inc.
    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 26,501 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $934,420.

    13F-HR 0001085146-25-002160 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,501 shares
    Change vs previous 13F +3,362 shares

    0.3% of the 13F portfolio, value $934,420.

    13F-HR 0001085146-25-000460 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,139 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $843,199.

    13F-HR 0001085146-24-005021 filed by Total Clarity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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