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VICTORY FINANCIAL GROUP, LLC: CGDV position timeline

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

VICTORY FINANCIAL GROUP, LLC held 116,145 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,145 shares
    Change vs previous 13F +10,066 shares

    0.6% of the 13F portfolio, value $5,723,626.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL 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 106,079 shares
    Change vs previous 13F +664 shares

    0.55% of the 13F portfolio, value $4,512,601.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL 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 105,415 shares
    Change vs previous 13F +47,087 shares

    0.58% of the 13F portfolio, value $4,600,311.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL 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 58,328 shares
    Change vs previous 13F +36,331 shares

    0.34% of the 13F portfolio, value $2,457,410.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL 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 21,997 shares
    Change vs previous 13F +8,182 shares

    0.14% of the 13F portfolio, value $868,662.

    13F-HR 0001754960-25-000601 filed by VICTORY FINANCIAL 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 13,815 shares
    Change vs previous 13F +3,283 shares

    0.09% of the 13F portfolio, value $493,222.

    13F-HR 0001754960-25-000293 filed by VICTORY FINANCIAL GROUP, 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 10,532 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $371,358.

    13F-HR 0001754960-25-000127 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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