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Disclosery

CWM, LLC: CGDV position timeline

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

CWM, LLC held 2,340,152 CGDV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,340,152 shares
    Change vs previous 13F +342,344 shares

    0.26% of the 13F portfolio, value $99,550,067.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,997,808 shares
    Change vs previous 13F -84,218 shares

    0.24% of the 13F portfolio, value $87,184,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,082,026 shares
    Change vs previous 13F +391,763 shares

    0.26% of the 13F portfolio, value $87,508,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,690,263 shares
    Change vs previous 13F +559,377 shares

    0.24% of the 13F portfolio, value $66,748,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,130,886 shares
    Change vs previous 13F +608,435 shares

    0.16% of the 13F portfolio, value $40,305,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 522,451 shares
    Change vs previous 13F -94,122 shares

    0.08% of the 13F portfolio, value $18,422,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 616,573 shares
    Change vs previous 13F +119,533 shares

    0.1% of the 13F portfolio, value $22,468,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 497,040 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $16,402,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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