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Disclosery

VestGen Investment Management: CGDV position timeline

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

VestGen Investment Management held 14,171 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,171 shares
    Change vs previous 13F +584 shares

    0.37% of the 13F portfolio, value $698,347.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 13,587 shares
    Change vs previous 13F -763 shares

    0.32% of the 13F portfolio, value $577,991.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 14,350 shares
    Change vs previous 13F -198 shares

    0.35% of the 13F portfolio, value $626,234.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 14,548 shares
    Change vs previous 13F -3,017 shares

    0.37% of the 13F portfolio, value $611,452.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 17,565 shares
    Change vs previous 13F +1,387 shares

    0.5% of the 13F portfolio, value $693,622.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 16,178 shares
    Change vs previous 13F +440 shares

    0.43% of the 13F portfolio, value $576,584.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 15,738 shares
    Change vs previous 13F +4,338 shares

    0.15% of the 13F portfolio, value $554,922.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 11,400 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $415,416.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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