CGDV β€” CAPITAL GRP

Ownership history in LEIGH BALDWIN & CO., LLC  Β·  5 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported CAPITAL GRP (CGDV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.84% in 2025 Q4. The latest visible filing shows CGDV at 2.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC's position in CAPITAL GRP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CGDV was reported at 2.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.84% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEIGH BALDWIN & CO., LLC held CGDV β€” position size vs. price
% of Fund (quarterly)    CGDV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99,023 -65,442 -39.8% 2.84% $4.3M 2026-02-14 (Est.) $45.21
2025 Q3 ADDED 164,465 +144,119 +708.3% 1.72% $5.9M 2025-11-13 $42.55
2025 Q2 ADDED 20,346 +4,625 +29.4% 0.53% $803K 2025-08-12 $40.59
2025 Q1 REDUCED 15,721 -354,904 -95.8% 0.45% $560K 2025-05-13 $36.23
2024 Q4 INITIATED 370,625 β€” β€” 0.32% $371K 2025-02-14 $36.59

FAQ About LEIGH BALDWIN & CO., LLC and CGDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEIGH BALDWIN & CO., LLC reported owning CGDV?

LEIGH BALDWIN & CO., LLC reported CGDV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CGDV position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for CGDV was 2.84% in 2025 Q4.

What is the latest reported CGDV position on this page?

The most recent filing on this page is 2025 Q4, when LEIGH BALDWIN & CO., LLC reported 99,023 shares, equal to 2.84% of portfolio, with an estimated market value of $4.3M.

What does the chart on this CGDV ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly CGDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to LEIGH BALDWIN & CO., LLC Holdings