EP Wealth Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1540569
TORRANCE, CA
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,862,720
+$1,788,282 QoQ
Shares Held
261,013
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#64
of 204 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,862,720 | 261,013 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,074,438 | 260,330 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,735,188 | 268,909 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||