Position in CGDV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$861,168
+$291,856 QoQ
Shares Held
17,475
+30.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 204 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,168 | 17,475 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $569,312 | 13,383 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $584,034 | 13,383 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $467,331 | 11,119 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||