Stokes Family Office, LLC
Family OfficePosition in CGDV — Capital Group Dividend Value ETF
CIK 1802278
NEW ORLEANS, LA
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$919,170
+$125,714 QoQ
Shares Held
18,652
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#144
of 204 holders
Holding Since
Sep 2023
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,170 | 18,652 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $793,456 | 18,652 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $813,973 | 18,652 | Shares | Sole | 2026-02-18 | |
| 2024-09-30 | $946,310 | 25,969 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $853,644 | 25,868 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $838,110 | 25,788 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $769,513 | 25,788 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $676,917 | 25,573 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||