Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$735,686
+$20,645 QoQ
Shares Held
17,294
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,686 | 17,294 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $715,041 | 16,385 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $699,379 | 16,640 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $647,833 | 16,405 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $600,997 | 16,863 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $576,571 | 16,352 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $595,065 | 16,330 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $593,703 | 17,991 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $572,357 | 17,611 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $489,972 | 16,420 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $423,572 | 16,002 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $403,842 | 14,935 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $313,820 | 12,583 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $234,177 | 9,927 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||