Convergence Financial, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2034001
COLUMBIA, MO
All Filings in CGDV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,057,592 | 325,844 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,548,935 | 177,455 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,558,611 | 150,289 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,708,556 | 135,821 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,345,637 | 110,044 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,546,536 | 99,510 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $761,651 | 21,601 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $253,112 | 6,946 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||