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Trinity Wealth Management, LLC: CGDV position timeline

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

Trinity Wealth Management, LLC held 42,263 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,263 shares
    Change vs previous 13F +312 shares

    0.66% of the 13F portfolio, value $2,082,721.

    13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, 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 41,951 shares
    Change vs previous 13F +3,220 shares

    0.66% of the 13F portfolio, value $1,784,596.

    13F-HR 0001685364-26-000002 filed by Trinity Wealth Management, 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 38,731 shares
    Change vs previous 13F +1,156 shares

    0.62% of the 13F portfolio, value $1,690,221.

    13F-HR 0001685364-26-000001 filed by Trinity Wealth Management, 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 37,575 shares
    Change vs previous 13F +2,619 shares

    0.59% of the 13F portfolio, value $1,579,277.

    13F-HR 0001085146-25-005828 filed by Trinity Wealth Management, 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 34,956 shares
    Change vs previous 13F -108,379 shares

    0.55% of the 13F portfolio, value $1,380,412.

    13F-HR 0001085146-25-003745 filed by Trinity Wealth Management, 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 143,335 shares
    Change vs previous 13F +4,465 shares

    2.33% of the 13F portfolio, value $5,108,459.

    13F-HR 0001085146-25-002035 filed by Trinity Wealth Management, 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 138,870 shares
    Change vs previous 13F +7,215 shares

    2.22% of the 13F portfolio, value $4,896,556.

    13F-HR 0001085146-25-000455 filed by Trinity Wealth Management, 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 131,655 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $4,797,508.

    13F-HR 0001085146-24-004992 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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