Summit Financial, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1765536
PARSIPPANY, NJ
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,787,658
+$2,615,743 QoQ
Shares Held
178,321
+22.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#74
of 204 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,787,658 | 178,321 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,171,915 | 145,085 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,011,694 | 91,927 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,519,594 | 36,155 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||