Gaddis Premier Wealth Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2087873
DURANT, OK
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$11,403,017
+$166,852 QoQ
Shares Held
268,054
+4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,403,017 | 268,054 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,236,165 | 257,474 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||