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Disclosery

Capital Analysts, LLC: CGDV position timeline

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

Capital Analysts, LLC held 164,262 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,262 shares
    Change vs previous 13F +35,765 shares

    0.19% of the 13F portfolio, value $8,095,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 128,497 shares
    Change vs previous 13F +26,000 shares

    0.14% of the 13F portfolio, value $5,466,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 102,497 shares
    Change vs previous 13F +2,797 shares

    0.12% of the 13F portfolio, value $4,473,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 99,700 shares
    Change vs previous 13F +97,357 shares

    0.12% of the 13F portfolio, value $4,191,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 2,343 shares
    Change vs previous 13F +1,508 shares

    <0.01% of the 13F portfolio, value $93,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 835 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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