Capital Investment Advisory Services, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1659203
RALEIGH, NC
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$921,671
+$137,461 QoQ
Shares Held
21,666
+20.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
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 | $921,671 | 21,666 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $784,210 | 17,970 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $549,290 | 13,069 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $431,625 | 10,930 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $239,465 | 6,719 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||