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Wisconsin Wealth Advisors, LLC: CGDV position timeline

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

Wisconsin Wealth Advisors, LLC held 17,933 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,933 shares
    Change vs previous 13F +45 shares

    0.74% of the 13F portfolio, value $876,021.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,888 shares
    Change vs previous 13F +53 shares

    0.76% of the 13F portfolio, value $881,543.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth 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 ended2026-03-31
    13F 17,835 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $758,685.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth 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 ended2025-12-31
    13F 17,835 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $778,303.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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