HBW ADVISORY SERVICES LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1790525
SIMI VALLEY, CA
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,777,624
+$907,106 QoQ
Shares Held
112,309
+26.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,777,624 | 112,309 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,870,518 | 88,692 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,189,384 | 52,091 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,427,050 | 36,137 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $357,184 | 10,022 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||