Symphony Financial, Ltd. Co.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1800687
HOUSTON, TX
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$231,289
New position
Shares Held
5,437
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,289 | 5,437 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||