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WINTRUST INVESTMENTS LLC: CGDV position timeline

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

WINTRUST INVESTMENTS LLC held 19,940 CGDV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 19,940 shares
    Change vs previous 13F +2,182 shares

    0.62% of the 13F portfolio, value $703,000.

    13F-HR 0000049096-25-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 17,758 shares
    Change vs previous 13F -153,646 shares

    0.48% of the 13F portfolio, value $647,000.

    13F-HR 0000049096-24-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 171,404 shares
    Change vs previous 13F +7,246 shares

    0.46% of the 13F portfolio, value $5,656,000.

    13F-HR 0000049096-24-000006 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 164,158 shares
    Change vs previous 13F +3,658 shares

    0.47% of the 13F portfolio, value $5,335,000.

    13F-HR 0000049096-24-000004 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 160,500 shares
    Change vs previous 13F +2,511 shares

    0.46% of the 13F portfolio, value $4,789,000.

    13F-HR 0000049096-24-000001 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 157,989 shares
    Change vs previous 13F +10,277 shares

    0.44% of the 13F portfolio, value $4,182,000.

    13F-HR 0000049096-23-000011 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 147,712 shares
    Change vs previous 13F +9,177 shares

    0.4% of the 13F portfolio, value $3,994,000.

    13F-HR 0000049096-23-000009 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 138,535 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,455,000.

    13F-HR 0000049096-23-000005 filed by WINTRUST INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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