Winch Advisory Services, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1585822
Appleton, WI
Position in CGDV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$118,771
-$3,071 QoQ
Shares Held
2,792
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,771 | 2,792 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $121,842 | 2,792 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $117,095 | 2,786 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,940 | 2,784 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $99,150 | 2,782 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $98,093 | 2,782 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $101,121 | 2,775 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $91,476 | 2,772 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $90,025 | 2,770 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $82,656 | 2,770 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $54,289 | 2,051 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $55,459 | 2,051 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $51,151 | 2,051 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||