Berger Financial Group, Inc
Position in CGDV — Capital Group Dividend Value ETF
CIK 1826136
Plymouth, MN
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$319,858
+$1,505 QoQ
Shares Held
7,519
+3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,858 | 7,519 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $318,353 | 7,295 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $311,568 | 7,413 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $307,034 | 7,775 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $478,181 | 13,417 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $389,658 | 11,051 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||