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Cypress Capital, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1729939 FRANKLIN, TN

Position in CGDV

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$223,122
-$1,876,550 QoQ
Shares Held
5,245
-90.9% QoQ
Ownership
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
8 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

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $223,122 5,245
2024-09-30 $2,099,672 57,620
2024-06-30 $1,469,193 44,521
2024-03-31 $1,113,125 34,250
2023-12-31 $591,100 19,809
2023-09-30 $128,458 4,853
2023-06-30 $45,724 1,691
2023-03-31 $42,173 1,691