Whipplewood Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2052510
LITTLETON, CO
Position in CGDV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,013,600
+$54,830 QoQ
Shares Held
23,827
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,013,600 | 23,827 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $958,770 | 21,970 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $452,663 | 10,770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $419,580 | 10,625 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $48,221 | 8,752 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $259,548 | 7,361 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||