Tempus Wealth Planning, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1806428
IRVINE, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$10,475,815
-$513,478 QoQ
Shares Held
246,258
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,475,815 | 246,258 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,989,293 | 251,817 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,599,671 | 252,193 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,025,444 | 253,873 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,043,484 | 225,687 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,260,130 | 177,542 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,984,777 | 54,467 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,521,267 | 46,099 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $700,862 | 21,565 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $357,065 | 11,966 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||