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Westside Investment Management, Inc.: CGDV position timeline

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

Westside Investment Management, Inc. held 42,803 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,803 shares
    Change vs previous 13F +3,352 shares

    0.28% of the 13F portfolio, value $2,109,351.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 39,451 shares
    Change vs previous 13F +14,200 shares

    0.26% of the 13F portfolio, value $1,678,314.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 25,251 shares
    Change vs previous 13F +4,324 shares

    0.18% of the 13F portfolio, value $1,101,989.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 20,927 shares
    Change vs previous 13F +5,547 shares

    0.14% of the 13F portfolio, value $879,574.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 15,380 shares
    Change vs previous 13F +5,565 shares

    0.11% of the 13F portfolio, value $607,358.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, 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 9,815 shares
    Change vs previous 13F +5,915 shares

    0.07% of the 13F portfolio, value $349,807.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, 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 3,900 shares
    Change vs previous 13F +3,670 shares

    0.03% of the 13F portfolio, value $137,514.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, 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 230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,381.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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