SEC 13F Intelligence

Gaddis Premier Wealth Advisors LLC / CGDVUSD

Gaddis Premier Wealth Advisors LLC’s Capital Group Dividend Value Position

Does Gaddis Premier Wealth Advisors LLC own Capital Group Dividend Value (CGDVUSD)? Yes — 268.1K shares worth $11M (+8.41% of its 13F portfolio) as of Q1 2026, up from 257.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
268.1K
% of Portfolio
+8.41%
Quarters Held
2
currently held

Position History CGDVUSD

Reported value by quarter
Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026268.1K$11M+8.41%
Q4 2025257.5K$11M+8.53%

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