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WESPAC Advisors, LLC: CGDV position timeline

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

WESPAC Advisors, LLC held 80,612 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 80,612 shares
    Change vs previous 13F -14,264 shares

    1.94% of the 13F portfolio, value $3,972,562.

    13F-HR 0001484540-26-000005 filed by WESPAC Advisors, 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 94,876 shares
    Change vs previous 13F -7,676 shares

    2.21% of the 13F portfolio, value $4,036,022.

    13F-HR 0001484540-26-000002 filed by WESPAC Advisors, 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 102,552 shares
    Change vs previous 13F +39,680 shares

    2.43% of the 13F portfolio, value $4,475,366.

    13F-HR 0001484540-26-000001 filed by WESPAC Advisors, 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 62,872 shares
    Change vs previous 13F +24,585 shares

    1.54% of the 13F portfolio, value $2,642,504.

    13F-HR 0001484540-25-000005 filed by WESPAC Advisors, 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 38,287 shares
    Change vs previous 13F +917 shares

    1.06% of the 13F portfolio, value $1,511,935.

    13F-HR 0001085146-25-004096 filed by WESPAC Advisors, 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 37,370 shares
    Change vs previous 13F -650 shares

    1.09% of the 13F portfolio, value $1,331,878.

    13F-HR 0001085146-25-002508 filed by WESPAC Advisors, 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 38,020 shares
    Change vs previous 13F -8,398 shares

    0.99% of the 13F portfolio, value $1,340,596.

    13F-HR 0001085146-25-000720 filed by WESPAC Advisors, 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 46,418 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,691,456.

    13F-HR 0001085146-24-005558 filed by WESPAC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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