Beacon Pointe Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1744317
NEWPORT BEACH, CA
All Filings in CGDV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,201,486 | 531,686 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $16,277,080 | 382,630 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,568,747 | 173,436 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,464,888 | 106,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,479,453 | 37,464 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||