Position in CGDV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,027,656
+$107,879 QoQ
Shares Held
71,172
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,027,656 | 71,172 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,919,777 | 66,906 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,128,421 | 26,848 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $208,072 | 5,269 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||