ORBA Wealth Advisors, L.L.C.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2010248
CHICAGO, IL
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$920,991
-$23,815 QoQ
Shares Held
21,650
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $920,991 | 21,650 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $944,806 | 21,650 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $909,949 | 21,650 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $854,958 | 21,650 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $771,606 | 21,650 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $763,379 | 21,650 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $788,926 | 21,650 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $714,450 | 21,650 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $703,625 | 21,650 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $646,036 | 21,650 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||