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TCFG Investment Advisors, LLC: CGDV position timeline

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

TCFG Investment Advisors, LLC held 8,064 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,064 shares
    Change vs previous 13F -4,826 shares

    0.13% of the 13F portfolio, value $397,394.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, 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 12,890 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $548,340.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 6,445 shares
    • TCFG Investment Advisors, LLC: 6,445 shares

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