SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1079935
LOS ANGELES, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$10,890,579
+$248,966 QoQ
Shares Held
256,008
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,890,579 | 256,008 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,641,613 | 243,850 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,776,892 | 232,617 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,618,771 | 218,252 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,505,570 | 210,594 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,364,438 | 208,861 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,122,015 | 195,445 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,544,429 | 168,013 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||