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WARNER FINANCIAL, INC: CGDV position timeline

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

WARNER FINANCIAL, INC held 23,487 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,487 shares
    Change vs previous 13F +263 shares

    0.34% of the 13F portfolio, value $1,157,440.

    13F-HR 0001951757-26-000986 filed by WARNER FINANCIAL, INC
    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 23,224 shares
    Change vs previous 13F +4,761 shares

    0.34% of the 13F portfolio, value $988,000.

    13F-HR 0001951757-26-000546 filed by WARNER FINANCIAL, INC
    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 18,463 shares
    Change vs previous 13F +2,430 shares

    0.28% of the 13F portfolio, value $806,000.

    13F-HR 0001927175-26-000001 filed by WARNER FINANCIAL, INC
    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 16,033 shares
    Change vs previous 13F +5,133 shares

    0.25% of the 13F portfolio, value $674,000.

    13F-HR 0001927175-25-000007 filed by WARNER FINANCIAL, INC
    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 10,900 shares
    Change vs previous 13F +658 shares

    0.18% of the 13F portfolio, value $430,000.

    13F-HR 0001927175-25-000005 filed by WARNER FINANCIAL, INC
    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 10,242 shares
    Change vs previous 13F +341 shares

    0.16% of the 13F portfolio, value $365,000.

    13F-HR 0001927175-25-000002 filed by WARNER FINANCIAL, INC
    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 9,901 shares
    Change vs previous 13F +1,147 shares

    0.15% of the 13F portfolio, value $349,000.

    13F-HR 0001927175-25-000001 filed by WARNER FINANCIAL, INC
    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 8,754 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $319,000.

    13F-HR 0001927175-24-000006 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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