Strategic Financial Concepts, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1870686
SAN ANTONIO, TX
Position in CGDV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$593,730
+$186,177 QoQ
Shares Held
13,957
+49.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $593,730 | 13,957 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $407,553 | 9,339 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $282,411 | 7,924 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $257,715 | 7,309 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $144,439 | 29,543 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||