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STEPHENS INC /AR/

Position in CGDV — Capital Group Dividend Value ETF

CIK 757657 LITTLE ROCK, AR

Position in CGDV

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$10,338,240
+$2,281,205 QoQ
Shares Held
243,024
+31.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,338,240 243,024
2025-12-31 $8,057,035 184,625
2025-09-30 $5,522,910 131,404
2025-06-30 $857,683 21,719
2025-03-31 $493,863 13,857
2024-12-31 $246,784 6,999