Walkner Condon Financial Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1817494
MADISON, WI
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,953,084
+$900,303 QoQ
Shares Held
69,419
+47.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,953,084 | 69,419 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,052,781 | 47,039 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,195,459 | 28,443 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $489,281 | 12,390 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $295,812 | 8,300 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $292,658 | 8,300 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $218,640 | 6,000 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||