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Disclosery

VICUS CAPITAL: CGDV position timeline

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

VICUS CAPITAL held 176,654 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,654 shares
    Change vs previous 13F +9,941 shares

    0.56% of the 13F portfolio, value $8,705,495.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 166,713 shares
    Change vs previous 13F +17,802 shares

    0.52% of the 13F portfolio, value $7,091,969.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 148,911 shares
    Change vs previous 13F -2,930 shares

    0.49% of the 13F portfolio, value $6,498,474.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 151,841 shares
    Change vs previous 13F +142,004 shares

    0.49% of the 13F portfolio, value $6,381,864.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 9,837 shares
    Change vs previous 13F +2,605 shares

    0.03% of the 13F portfolio, value $388,464.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 7,232 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $257,745.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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