Vertex Planning Partners, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1942341
DOWNERS GROVE, IL
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,281
New position
Shares Held
6,276
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#176
of 204 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,281 | 6,276 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||