PKS Advisory Services, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1605401
ALBANY, NY
Position in CGDV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$836,293
+$86,820 QoQ
Shares Held
19,659
+14.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $836,293 | 19,659 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $749,473 | 17,174 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $432,530 | 10,291 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||