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Continuum Advisory, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1846532 EAGLE, ID

Position in CGDV

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$40,676,194
-$189,393 QoQ
Shares Held
956,187
+2.1% QoQ
Ownership
of shares outstanding
% of Portfolio
7.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 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

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $40,676,194 956,187
2025-12-31 $40,865,587 936,425
2025-09-30 $37,567,296 893,821
2025-06-30 $37,183,389 941,590
2025-03-31 $32,327,689 907,062
2024-12-31 $31,739,958 900,169
2024-09-30 $32,148,315 882,226
2024-06-30 $27,309,315 827,555
2024-03-31 $26,035,230 801,084
2023-12-31 $21,896,502 733,797
2023-09-30 $744,283 28,118
2023-06-30 $370,529 13,703