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Disclosery

Spire Wealth Management: CGDV position timeline

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

Spire Wealth Management held 118,723 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,723 shares
    Change vs previous 13F +1,631 shares

    0.18% of the 13F portfolio, value $5,850,654.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 117,092 shares
    Change vs previous 13F +18,010 shares

    0.17% of the 13F portfolio, value $4,981,089.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 99,082 shares
    Change vs previous 13F +10,720 shares

    0.14% of the 13F portfolio, value $4,323,956.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 88,362 shares
    Change vs previous 13F +6,875 shares

    0.13% of the 13F portfolio, value $3,713,871.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 81,487 shares
    Change vs previous 13F -5,105 shares

    0.12% of the 13F portfolio, value $3,217,912.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 86,592 shares
    Change vs previous 13F +5,005 shares

    0.1% of the 13F portfolio, value $3,086,157.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 81,587 shares
    Change vs previous 13F +36,715 shares

    0.09% of the 13F portfolio, value $2,876,775.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 44,872 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,635,146.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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