Avior Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1599868
OMAHA, NE
Position in CGDV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$8,597,589
+$6,434,267 QoQ
Shares Held
202,106
+307.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,597,589 | 202,106 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,163,322 | 49,572 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $705 | 20 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||