Evanson Asset Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1626379
CARMEL, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$271,702
-$1,397 QoQ
Shares Held
6,387
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
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 | $271,702 | 6,387 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $273,099 | 6,258 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $245,413 | 5,839 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||