PW ADVISORS, LLC \ FL
Position in CGDV — Capital Group Dividend Value ETF
CIK 2095919
TALLAHASSEE, FL
Position in CGDV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$486,935
+$67,661 QoQ
Shares Held
9,881
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.38%
of 13F equity value
Holder Rank
#164
of 204 holders
Holding Since
Mar 2026
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,935 | 9,881 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $419,274 | 9,856 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||