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Bison Wealth, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1845251 ATLANTA, GA

Position in CGDV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$289,016
-$7,212 QoQ
Shares Held
6,794
+0.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $289,016 6,794
2025-12-31 $296,228 6,788
2025-09-30 $279,037 6,639