Atlas Legacy Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2054111
LOS ANGELES, CA
Position in CGDV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,690,740
+$584,543 QoQ
Shares Held
63,252
+31.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,690,740 | 63,252 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,106,197 | 48,263 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,770,219 | 42,118 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,648,944 | 41,756 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,926,734 | 54,061 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,111,474 | 286,769 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||