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Vermillion & White Wealth Management Group, LLC: CGDV position timeline

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

Vermillion & White Wealth Management Group, LLC held 15,455 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,455 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $761,622.

    13F-HR 0001862443-26-000004 filed by Vermillion & White Wealth Management Group, 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/A 15,452 shares
    Change vs previous 13F +13,010 shares

    0.38% of the 13F portfolio, value $657,328.

    13F-HR/A 0001862443-26-000003 filed by Vermillion & White Wealth Management Group, 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 2,442 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $106,569.

    13F-HR 0001862443-26-000001 filed by Vermillion & White Wealth Management Group, 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 2,405 shares
    Change vs previous 13F -26 shares

    0.06% of the 13F portfolio, value $101,082.

    13F-HR 0001862443-25-000007 filed by Vermillion & White Wealth Management Group, 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 2,431 shares
    Change vs previous 13F +101 shares

    0.06% of the 13F portfolio, value $96,000.

    13F-HR 0002036114-25-000003 filed by Vermillion & White Wealth Management Group, 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 2,330 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $83,041.

    13F-HR 0001862443-25-000004 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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