Position in CGDV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,538,881
+$871,758 QoQ
Shares Held
36,175
+136.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,538,881 | 36,175 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $667,123 | 15,287 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $409,119 | 9,734 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $566,996 | 14,358 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $490,869 | 13,773 | Shares | Other | 2025-05-06 | |
| 2023-12-31 | $264,024 | 8,848 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||