SEC 13F Intelligence

January Capital Advisors LLC / CGDV

January Capital Advisors LLC’s Capital Group Dividend Value Position

Does January Capital Advisors LLC own Capital Group Dividend Value (CGDV)? Yes18.5K shares worth $787,145 (+1.06% of its 13F portfolio) as of Q1 2026.

Position Value
$787,145
Q1 2026
Shares
18.5K
% of Portfolio
+1.06%
Quarters Held
1
currently held

Position History CGDV

Reported value by quarter
Q1 ’26: $787,145Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.5K$787,145+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See January Capital Advisors LLC’s full portfolio or all institutional holders of CGDV.