Gladstone Institutional Advisory LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1766530
Bedminster, NJ
Position in CGDV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,802,583
+$179,526 QoQ
Shares Held
136,403
+5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
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 | $5,802,583 | 136,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,623,057 | 128,851 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,898,890 | 116,557 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,219,782 | 106,857 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,327,256 | 65,299 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $979,663 | 27,784 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $368,554 | 10,114 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $221,628 | 6,716 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||