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Disclosery

WFA of San Diego, LLC: CGDV position timeline

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

WFA of San Diego, LLC held 37,728 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,728 shares
    Change vs previous 13F +8,023 shares

    1.59% of the 13F portfolio, value $1,940,728.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 29,705 shares
    Change vs previous 13F -501 shares

    1.01% of the 13F portfolio, value $1,263,651.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 30,206 shares
    Change vs previous 13F -142 shares

    0.96% of the 13F portfolio, value $1,318,190.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 30,348 shares
    Change vs previous 13F +1,321 shares

    0.87% of the 13F portfolio, value $1,275,526.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 29,027 shares
    Change vs previous 13F +10,842 shares

    0.84% of the 13F portfolio, value $1,146,276.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 18,185 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $662,662.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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