OneDigital Investment Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1690370
OVERLAND PARK, KS
Position in CGDV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,798,815
-$245,389 QoQ
Shares Held
183,329
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,798,815 | 183,329 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,044,204 | 184,331 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,315,840 | 293,025 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,816,553 | 299,229 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,777,607 | 302,402 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,862,689 | 308,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,100,462 | 304,623 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,395,825 | 315,025 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||