PRIVATE CLIENT SERVICES, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1457005
LOUISVILLE, KY
Position in CGDV
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$236,947
+$3,327 QoQ
Shares Held
5,570
-15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,947 | 5,570 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $233,620 | 6,555 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $231,129 | 6,555 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $213,611 | 5,862 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||