BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1654599
MORRISTOWN, NJ
Position in CGDV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$249,029
-$6,439 QoQ
Shares Held
5,854
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,029 | 5,854 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $255,468 | 5,854 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $246,043 | 5,854 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $231,174 | 5,854 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||