Sunrise Financial Services, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2110891
BURIEN, WA
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,195,356
+$4,461,464 QoQ
Shares Held
470,685
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
52.42%
of 13F equity value
Holder Rank
#46
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 | $23,195,356 | 470,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,733,892 | 440,383 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,169,896 | 393,444 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||