Kaizen Financial Strategies
Position in CGDV — Capital Group Dividend Value ETF
CIK 1842013
CAMPBELL, CA
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$11,819,313
-$1,487,657 QoQ
Shares Held
277,840
-8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,819,313 | 277,840 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $13,306,970 | 304,926 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,200,678 | 290,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,772,155 | 247,459 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,364,209 | 234,686 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,738,053 | 106,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,135,188 | 86,037 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,414,874 | 73,178 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||