LYNCH & ASSOCIATES/IN
Position in CGDV — Capital Group Dividend Value ETF
CIK 1108965
EVANSVILLE, IN
Position in CGDV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,534,703
+$692,746 QoQ
Shares Held
59,584
+41.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $2,534,703 | 59,584 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,841,957 | 42,208 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,639,800 | 39,015 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,447,387 | 36,652 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,157,373 | 32,474 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $541,135 | 15,347 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $399,491 | 10,963 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||