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Ameritas Investment Partners, Inc.: CGDV position timeline

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

Ameritas Investment Partners, Inc. held 1,226,258 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 1,226,258 shares
    Change vs previous 13F +705,738 shares

    0.69% of the 13F portfolio, value $60,430,001.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 134,008 shares
    • Ameritas Advisory Services, LLC: 1,092,250 shares

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

  2. period ended2026-03-31
    13F 520,520 shares
    Change vs previous 13F +200,423 shares

    0.38% of the 13F portfolio, value $22,142,949.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 129,784 shares
    • Ameritas Advisory Services, LLC: 390,736 shares

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

  3. period ended2025-12-31
    13F 320,097 shares
    Change vs previous 13F +151,821 shares

    0.23% of the 13F portfolio, value $13,969,053.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 70,567 shares
    • Ameritas Advisory Services, LLC: 249,530 shares

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

  4. period ended2025-09-30
    13F 168,276 shares
    Change vs previous 13F -153,174 shares

    0.15% of the 13F portfolio, value $7,072,653.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 67,436 shares
    • Ameritas Advisory Services, LLC: 100,840 shares

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

  5. period ended2025-06-30
    13F 321,450 shares
    Change vs previous 13F -86,645 shares

    0.25% of the 13F portfolio, value $12,694,034.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 68,164 shares
    • Ameritas Advisory Services, LLC: 253,286 shares

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

  6. period ended2025-03-31
    13F 408,095 shares
    Change vs previous 13F +39,791 shares

    0.27% of the 13F portfolio, value $14,516,479.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 61,787 shares
    • Ameritas Advisory Services, LLC: 346,308 shares

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

  7. period ended2024-12-31
    13F 368,304 shares
    Change vs previous 13F +50,015 shares

    0.22% of the 13F portfolio, value $12,986,391.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 48,097 shares
    • Ameritas Advisory Services, LLC: 320,207 shares

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

  8. period ended2024-09-30
    13F 318,289 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,598,441.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 45,434 shares
    • Ameritas Advisory Services, LLC: 272,855 shares

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