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VestGen Advisors, LLC: CGDV position timeline

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

VestGen Advisors, LLC held 350,371 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,371 shares
    Change vs previous 13F +25,707 shares

    0.51% of the 13F portfolio, value $17,266,277.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 324,664 shares
    Change vs previous 13F +48,706 shares

    0.43% of the 13F portfolio, value $15,415,042.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 275,958 shares
    Change vs previous 13F -167,619 shares

    0.51% of the 13F portfolio, value $12,042,798.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 443,577 shares
    Change vs previous 13F +29,427 shares

    0.62% of the 13F portfolio, value $18,643,533.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 414,150 shares
    Change vs previous 13F +278,133 shares

    0.66% of the 13F portfolio, value $16,632,829.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 136,017 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,847,636.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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