Steffes Financial, Ltd.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2110878
OVERLAND PARK, KS
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,233,663
+$1,494,252 QoQ
Shares Held
146,787
+8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.20%
of 13F equity value
Holder Rank
#81
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 | $7,233,663 | 146,787 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,739,411 | 134,918 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,805,996 | 133,043 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||