New England Private Wealth Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1582813
WELLESLEY, MA
Position in CGDV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$22,976,917
+$832,192 QoQ
Shares Held
540,125
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,976,917 | 540,125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $22,144,725 | 507,441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,089,754 | 430,401 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,119,654 | 382,873 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,770,310 | 358,314 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,492,115 | 325,925 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,803,211 | 241,581 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,442,062 | 195,214 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,962,775 | 183,470 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,212,003 | 174,665 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,237,042 | 122,291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,981,004 | 73,262 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||