LEVEL FOUR ADVISORY SERVICES, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1696715
DALLAS, TX
Position in CGDV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$479,213
-$12,391 QoQ
Shares Held
11,265
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,213 | 11,265 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $491,604 | 11,265 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $362,466 | 8,624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $296,964 | 7,520 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,466 | 6,214 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||