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TRUIST FINANCIAL CORP: CGDV position timeline

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

TRUIST FINANCIAL CORP held 1,942,547 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,942,547 shares
    Change vs previous 13F +39,378 shares

    0.11% of the 13F portfolio, value $95,728,700.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 1,903,169 shares
    Change vs previous 13F +490,239 shares

    0.11% of the 13F portfolio, value $80,960,818.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 1,412,930 shares
    Change vs previous 13F +140,622 shares

    0.08% of the 13F portfolio, value $61,660,258.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 1,272,308 shares
    Change vs previous 13F +99,590 shares

    0.07% of the 13F portfolio, value $53,475,089.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 1,172,718 shares
    Change vs previous 13F +15,234 shares

    0.07% of the 13F portfolio, value $46,310,620.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 1,157,484 shares
    Change vs previous 13F +131,779 shares

    0.07% of the 13F portfolio, value $41,252,727.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 1,025,705 shares
    Change vs previous 13F +206,773 shares

    0.06% of the 13F portfolio, value $36,166,374.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 818,932 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $29,841,882.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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