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Tribridge Partners Financial LLC: CGDV position timeline

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

Tribridge Partners Financial LLC held 76,305 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,305 shares
    Change vs previous 13F -14,302 shares

    1.46% of the 13F portfolio, value $3,735,915.

    13F-HR 0002083677-26-000003 filed by Tribridge Partners Financial 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 90,607 shares
    Change vs previous 13F -272 shares

    1.6% of the 13F portfolio, value $3,867,998.

    13F-HR 0002083677-26-000002 filed by Tribridge Partners Financial 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 90,879 shares
    Change vs previous 13F -7,418 shares

    1.66% of the 13F portfolio, value $3,965,938.

    13F-HR 0002083677-26-000001 filed by Tribridge Partners Financial 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 98,297 shares
    Change vs previous 13F -11,816 shares

    1.91% of the 13F portfolio, value $4,164,837.

    13F-HR 0002083677-25-000003 filed by Tribridge Partners Financial 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 110,113 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $4,348,000.

    13F-HR 0002083677-25-000001 filed by Tribridge Partners Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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