EverSource Wealth Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1710537
BIRMINGHAM, AL
Position in CGDV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,848,921
+$67,462 QoQ
Shares Held
113,985
+4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,848,921 | 113,985 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,781,459 | 109,566 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,232,294 | 100,697 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,407,355 | 86,284 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,348,747 | 65,902 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,046,913 | 58,052 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,138,590 | 58,688 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,872,981 | 56,757 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,867,514 | 57,462 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,431,842 | 47,984 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,124,683 | 42,489 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $573,815 | 21,221 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $487,202 | 19,535 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $328,324 | 13,918 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $148,800 | 7,287 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||