Center for Financial Planning, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1803557
SOUTHFIED, MI
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$109,370
-$2,828 QoQ
Shares Held
2,571
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,370 | 2,571 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $112,198 | 2,571 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $108,059 | 2,571 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $101,528 | 2,571 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||