FSA WEALTH PARTNERS, INC.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1731221
Rockville, MD
Position in CGDV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$11,524,340
-$14,099,234 QoQ
Shares Held
270,906
-53.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,524,340 | 270,906 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $25,623,574 | 587,158 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $25,871,020 | 615,537 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $23,418,754 | 593,030 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $9,366,975 | 262,822 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $20,729,247 | 587,897 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $35,418,513 | 971,968 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $14,897,421 | 451,437 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $16,106,609 | 495,588 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $14,305,772 | 479,416 | Shares | Other | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||