Evergreen Wealth Partners LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2101006
KALISPELL, MT
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,278,880
+$4,361,615 QoQ
Shares Held
289,750
+24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
31.21%
of 13F equity value
Holder Rank
#61
of 204 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,278,880 | 289,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,917,265 | 233,128 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,820,965 | 133,386 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||