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World Investment Advisors: CGDV position timeline

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

World Investment Advisors held 305,935 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 305,935 shares
    Change vs previous 13F -1,579 shares

    0.22% of the 13F portfolio, value $13,066,109.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 307,514 shares
    Change vs previous 13F +19,377 shares

    0.21% of the 13F portfolio, value $13,081,654.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 288,137 shares
    Change vs previous 13F +8,057 shares

    0.21% of the 13F portfolio, value $12,574,324.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 280,080 shares
    Change vs previous 13F +28,895 shares

    0.24% of the 13F portfolio, value $11,771,776.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 251,185 shares
    Change vs previous 13F +98,536 shares

    0.23% of the 13F portfolio, value $9,919,297.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 152,649 shares
    Change vs previous 13F +42,350 shares

    0.14% of the 13F portfolio, value $5,440,413.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 110,299 shares
    Change vs previous 13F +24,783 shares

    0.11% of the 13F portfolio, value $3,889,145.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 85,516 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,116,206.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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