Larson Financial Group LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1731061
ST LOUIS, MO
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$709,533
+$155,790 QoQ
Shares Held
14,398
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#150
of 204 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,533 | 14,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $553,743 | 13,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $502,601 | 11,517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $371,124 | 8,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $311,220 | 7,881 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $227,240 | 6,376 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $217,624 | 6,172 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $219,915 | 6,035 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $199,155 | 6,035 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $196,137 | 6,035 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $114,436 | 3,835 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $75,042 | 2,835 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $76,658 | 2,835 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $45,764 | 1,835 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $24,415 | 1,035 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $21,134 | 1,035 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||