Skip to main content

EVERPAR ADVISORS LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 2010410 TULSA, OK

Position in CGDV

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$2,001,677
-$439,108 QoQ
Shares Held
47,054
-15.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,001,677 47,054
2025-12-31 $2,440,785 55,930
2025-09-30 $4,826,010 114,823
2025-06-30 $3,883,170 98,333
2025-03-31 $2,833,772 79,511
2024-12-31 $2,338,443 66,320
2024-09-30 $2,307,563 63,325
2024-06-30 $1,782,363 54,011
2024-03-31 $1,015,560 31,248
2023-12-31 $508,772 17,050