Blueprint Financial Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2054129
GREENSBOTO, NC
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,405,169
+$263,609 QoQ
Shares Held
28,514
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#131
of 204 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,169 | 28,514 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,141,560 | 26,835 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,094,098 | 25,071 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $620,194 | 14,756 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||