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Wealthcare Advisory Partners LLC: CGDV position timeline

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

Wealthcare Advisory Partners LLC held 1,310,762 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,310,762 shares
    Change vs previous 13F -40,691 shares

    1.17% of the 13F portfolio, value $64,594,387.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,259,466 shares
    • Wealthcare Capital Partners, LLC: 51,296 shares

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

  2. period ended2026-03-31
    13F 1,351,453 shares
    Change vs previous 13F +76,139 shares

    1.07% of the 13F portfolio, value $57,490,804.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,305,709 shares
    • Wealthcare Capital Partners, LLC: 45,744 shares

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

  3. period ended2025-12-31
    13F 1,275,314 shares
    Change vs previous 13F +98,182 shares

    1.05% of the 13F portfolio, value $55,654,713.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,236,233 shares
    • Wealthcare Capital Partners, LLC: 39,081 shares

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

  4. period ended2025-09-30
    13F 1,177,132 shares
    Change vs previous 13F +290,250 shares

    0.99% of the 13F portfolio, value $49,474,852.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,144,036 shares
    • Wealthcare Capital Partners, LLC: 33,096 shares

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

  5. period ended2025-06-30
    13F 886,882 shares
    Change vs previous 13F +339,854 shares

    0.76% of the 13F portfolio, value $35,022,988.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 862,641 shares
    • Wealthcare Capital Partners, LLC: 24,241 shares

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

  6. period ended2025-03-31
    13F 547,028 shares
    Change vs previous 13F +55,816 shares

    0.5% of the 13F portfolio, value $19,496,095.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 536,487 shares
    • Wealthcare Capital Partners, LLC: 10,541 shares

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

  7. period ended2024-12-31
    13F 491,212 shares
    Change vs previous 13F +46,522 shares

    0.48% of the 13F portfolio, value $17,320,151.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 444,690 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $16,204,503.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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