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Vigil Wealth Management, LLC: CGDV position timeline

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

Vigil Wealth Management, LLC held 296,620 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 296,620 shares
    Change vs previous 13F +6,593 shares

    10.43% of the 13F portfolio, value $14,617,445.

    13F-HR 0001951757-26-001093 filed by Vigil Wealth Management, 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 290,027 shares
    Change vs previous 13F +20,282 shares

    9.97% of the 13F portfolio, value $12,337,729.

    13F-HR 0001951757-26-000675 filed by Vigil Wealth Management, 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 269,745 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $11,771,652.

    13F-HR 0001951757-26-000400 filed by Vigil Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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