Capital Analysts, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1624758
FORT WASHINGTON, PA
Position in CGDV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,466,262
+$993,294 QoQ
Shares Held
128,497
+25.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,466,262 | 128,497 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,472,968 | 102,497 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $4,190,390 | 99,700 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $92,525 | 2,343 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $29,759 | 835 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||