Clear Creek Financial Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1784235
SILVERDALE, WA
Position in CGDV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$5,641,399
+$804,909 QoQ
Shares Held
132,614
+19.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,641,399 | 132,614 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,836,490 | 110,827 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,506,876 | 107,230 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,079,790 | 103,312 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,581,677 | 100,496 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,051,400 | 86,540 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,901,425 | 79,622 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,511,102 | 76,094 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,517,587 | 46,695 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||