Anchor Investment Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1634149
COLUMBIA, SC
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$710,332
-$18,368 QoQ
Shares Held
16,698
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $710,332 | 16,698 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $728,700 | 16,698 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $522,643 | 12,435 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,058 | 12,435 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $443,183 | 12,435 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $438,458 | 12,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $453,131 | 12,435 | Shares | Sole | 2024-11-21 | |
| No filing history on record for this holder in this stock. | ||||||