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Disclosery

WJ Wealth Management, LLC: CGDV position timeline

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

WJ Wealth Management, LLC held 408,012 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,012 shares
    Change vs previous 13F -799 shares

    7.93% of the 13F portfolio, value $20,106,714.

    13F-HR 0001801674-26-000004 filed by WJ Wealth Management, 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 408,811 shares
    Change vs previous 13F +3,886 shares

    8.14% of the 13F portfolio, value $17,390,771.

    13F-HR 0001801674-26-000002 filed by WJ Wealth Management, 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 404,925 shares
    Change vs previous 13F +620 shares

    7.74% of the 13F portfolio, value $17,670,869.

    13F-HR 0001801674-26-000001 filed by WJ Wealth Management, 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/A 404,305 shares
    Change vs previous 13F -71,564 shares

    7.58% of the 13F portfolio, value $17,247,641.

    13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, 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 475,869 shares
    Change vs previous 13F -2,604 shares

    5.93% of the 13F portfolio, value $18,792,033.

    13F-HR 0001085146-25-004209 filed by WJ Wealth Management, 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 478,473 shares
    Change vs previous 13F -160,520 shares

    6.03% of the 13F portfolio, value $17,052,731.

    13F-HR 0001085146-25-002322 filed by WJ Wealth Management, 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 638,993 shares
    Change vs previous 13F +3,134 shares

    7.76% of the 13F portfolio, value $22,530,839.

    13F-HR 0001085146-25-000488 filed by WJ Wealth Management, 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 635,859 shares
    Change vs previous 13F not available

    8.16% of the 13F portfolio, value $23,170,633.

    13F-HR 0001085146-24-005296 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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