Atlas Private Wealth Advisors
Position in CGDV — Capital Group Dividend Value ETF
CIK 1814234
RED BANK, NJ
Position in CGDV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$603,387
+$25,419 QoQ
Shares Held
14,184
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,387 | 14,184 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $577,968 | 13,244 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $480,781 | 11,439 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $520,952 | 13,192 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||