Westside Investment Management, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1538383
SANTA MONICA, CA
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,678,245
+$576,292 QoQ
Shares Held
39,451
+56.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,678,245 | 39,451 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,101,953 | 25,251 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $879,561 | 20,927 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $607,356 | 15,380 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $349,806 | 9,815 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $137,514 | 3,900 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,381 | 230 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $6,600 | 200 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||