ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in CGDV — Capital Group Dividend Value ETF
CIK 1018561
Reston, VA
Position in CGDV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$564,590
+$34,626 QoQ
Shares Held
13,272
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $564,590 | 13,272 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $529,964 | 12,144 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $473,299 | 11,261 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $358,411 | 9,076 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $262,025 | 7,352 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $210,784 | 5,978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $215,907 | 5,925 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||