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Financial Council, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1883629 TOWSON, MD

Position in CGDV

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$3,055,478
+$569,177 QoQ
Shares Held
71,826
+26.1% QoQ
Ownership
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
13 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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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,055,478 71,826
2025-12-31 $2,486,301 56,973
2025-09-30 $1,745,001 41,518
2025-06-30 $1,564,909 39,628
2025-03-31 $1,542,463 43,279
2024-12-31 $1,287,131 36,504
2024-09-30 $1,148,370 31,514
2024-06-30 $1,024,353 31,041
2024-03-31 $945,717 29,099
2023-12-31 $578,866 19,399
2023-09-30 $200,722 7,583
2023-06-30 $205,044 7,583
2022-12-31 $370,292 15,697