McNamara Financial Services, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1622431
Marshfield, MA
Position in CGDV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$346,488
-$3,810 QoQ
Shares Held
8,145
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $346,488 | 8,145 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $350,298 | 8,027 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $262,729 | 6,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,448 | 6,494 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $467,596 | 13,120 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $359,517 | 9,866 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $234,696 | 7,112 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||