Atria Investments, Inc
Position in CGDV — Capital Group Dividend Value ETF
CIK 1535865
Charlotte, NC
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,592,047
-$812,658 QoQ
Shares Held
60,932
-21.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,592,047 | 60,932 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,404,705 | 78,018 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,427,944 | 105,352 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,005,657 | 50,789 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,239,083 | 62,825 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,873,187 | 53,125 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,742,305 | 47,813 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,999,437 | 60,589 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,496,527 | 46,047 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,301,141 | 77,116 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,489,556 | 94,052 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,435,729 | 127,061 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,799,415 | 112,246 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||