Steward Partners Investment Advisory, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1723397
STAMFORD, CT
All Filings in CGDV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,489,186 | 334,602 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,104,617 | 308,054 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,410,060 | 238,544 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,437,354 | 200,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,618,247 | 167,593 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,667,149 | 243,186 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,435,285 | 239,231 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,729,652 | 212,120 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,647,917 | 171,149 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,747,875 | 84,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,235,017 | 41,388 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $894,924 | 33,809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $411,305 | 15,211 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $150,737 | 6,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,359 | 100 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,042 | 100 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||