Foundations Investment Advisors, LLC
EndowmentPosition in CGDV — Capital Group Dividend Value ETF
CIK 1743404
PHOENIX, AZ
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$622,849
+$391,262 QoQ
Shares Held
12,639
+132.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 204 holders
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,849 | 12,639 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $231,587 | 5,444 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $737,870 | 18,685 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||