Forge Financial Services LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2055357
EDMOND, OK
All Filings in CGDV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,248,904 | 5,686,869 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $240,041,351 | 5,642,721 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,111,996 | 415,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,928,675 | 402,776 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,660,825 | 396,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,105,421 | 395,775 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,153,117 | 401,393 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||