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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Position in CGDV — Capital Group Dividend Value ETF

CIK 1748861 CONCORD, MA

Position in CGDV

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$45,849,909
-$297,078 QoQ
Shares Held
1,077,807
+1.9% QoQ
Ownership
of shares outstanding
% of Portfolio
10.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $45,849,909 1,077,807
2025-12-31 $46,146,987 1,057,447
2025-09-30 $43,133,791 1,026,262
2025-06-30 $38,826,331 983,194
2025-03-31 $34,338,641 963,486
2024-12-31 $33,370,240 946,405
2024-09-30 $32,472,194 891,114
2024-06-30 $27,642,747 837,659
2024-03-31 $24,461,060 752,648
2023-12-31 $13,884,611 465,302
2023-09-30 $2,688,452 101,566
2023-06-30 $1,854,051 68,567
2023-03-31 $1,348,929 54,087
2022-12-31 $1,278,271 54,187