Sunbelt Securities, Inc.
Broker-DealerPosition in CGDV — Capital Group Dividend Value ETF
CIK 1632932
HOUSTON, TX
Position in CGDV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,480,665
-$108,725 QoQ
Shares Held
81,821
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,480,665 | 81,821 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,589,390 | 82,250 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $3,498,072 | 83,228 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,604,765 | 91,283 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,156,100 | 88,555 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,218,638 | 91,283 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,490,769 | 95,795 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,539,415 | 107,255 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,941,120 | 90,496 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,991,611 | 66,743 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $171,102 | 6,464 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||