Core Wealth Advisors, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1770532
LAKELAND, FL
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$28,238,129
+$4,559,983 QoQ
Shares Held
573,014
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
36.33%
of 13F equity value
Holder Rank
#40
of 204 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,238,129 | 573,014 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,678,146 | 556,609 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $23,198,456 | 531,587 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,695,633 | 516,194 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,627,588 | 269,121 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,950,095 | 251,125 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||