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Capital Planning LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1790688 BELLEVUE, WA

Position in CGDV

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$385,284
-$9,963 QoQ
Shares Held
9,057
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $385,284 9,057
2025-12-31 $395,247 9,057
2025-09-30 $380,665 9,057
2025-06-30 $357,660 9,057
2025-03-31 $1,448,124 40,632
2024-12-31 $1,469,672 41,681
2024-09-30 $1,524,175 41,827
2024-06-30 $1,383,756 41,932
2024-03-31 $1,363,147 41,943
2023-12-31 $1,220,247 40,893
2023-09-30 $1,136,039 42,918
2023-06-30 $1,173,887 43,413
2023-03-31 $1,097,135 43,991
2022-12-31 $854,123 36,207
2022-09-30 $442,378 21,664