Sunrise Financial Services, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2110891
BURIEN, WA
All Filings in CGDV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,195,356 | 470,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,733,892 | 440,383 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,169,896 | 393,444 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||