Professional Financial Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1798221
NORTH PLATTE, NE
Position in CGDV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,564,408
-$6,501 QoQ
Shares Held
36,775
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,564,408 | 36,775 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,570,909 | 35,997 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,528,715 | 36,372 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,462,630 | 37,038 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,173,482 | 32,926 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,159,419 | 32,882 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,184,263 | 32,499 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,028,445 | 31,165 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,025,537 | 31,555 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $818,332 | 27,424 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $731,604 | 27,639 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $747,277 | 27,636 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||