Allegheny Financial Group
Position in CGDV — Capital Group Dividend Value ETF
CIK 1844148
Pittsburgh, PA
Position in CGDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$432,546
+$202,520 QoQ
Shares Held
10,168
+92.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,546 | 10,168 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $230,026 | 5,271 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $220,615 | 5,249 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $209,533 | 5,306 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $346,006 | 9,813 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||