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Disclosery

WealthCare Investment Partners, LLC: CGDV position timeline

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

WealthCare Investment Partners, LLC held 249,935 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,935 shares
    Change vs previous 13F +3,646 shares

    2.99% of the 13F portfolio, value $12,316,794.

    13F-HR 0001951757-26-001206 filed by WealthCare Investment Partners, 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 246,289 shares
    Change vs previous 13F +76,604 shares

    2.95% of the 13F portfolio, value $10,647,095.

    13F-HR 0001951757-26-000555 filed by WealthCare Investment Partners, 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 169,685 shares
    Change vs previous 13F +64,921 shares

    2.17% of the 13F portfolio, value $7,461,049.

    13F-HR 0001951757-26-000013 filed by WealthCare Investment Partners, 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 104,764 shares
    Change vs previous 13F +23,939 shares

    1.44% of the 13F portfolio, value $4,430,457.

    13F-HR 0001951757-25-001340 filed by WealthCare Investment Partners, 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 80,825 shares
    Change vs previous 13F +17,417 shares

    1.17% of the 13F portfolio, value $3,247,559.

    13F-HR 0001951757-25-000595 filed by WealthCare Investment Partners, 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 63,408 shares
    Change vs previous 13F +11,116 shares

    0.88% of the 13F portfolio, value $2,081,700.

    13F-HR 0001951757-25-000409 filed by WealthCare Investment Partners, 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 52,292 shares
    Change vs previous 13F +270 shares

    0.8% of the 13F portfolio, value $1,843,285.

    13F-HR 0001951757-25-000172 filed by WealthCare Investment Partners, LLC
    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 52,022 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,885,784.

    13F-HR 0001951757-24-001000 filed by WealthCare Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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