Tyler-Stone Wealth Management: CGDV position timeline

Tyler-Stone Wealth Management held 27,958 CGDV shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 27,958 shares

   Change vs previous 13F +6,309 shares

   0.18% of the 13F portfolio, value $1,104,070.

   13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
   Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 21,649 shares

   Change vs previous 13F +2,384 shares

   0.14% of the 13F portfolio, value $771,580.

   13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 19,265 shares

   Change vs previous 13F +4,485 shares

   0.12% of the 13F portfolio, value $679,272.

   13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 14,780 shares

   Change vs previous 13F +14,180 shares

   0.1% of the 13F portfolio, value $538,584.

   13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 600 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $19,800.

   13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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