Investment Advisory Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1910273
HANOVER, MA
Position in CGDV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,549,379
+$1,006,095 QoQ
Shares Held
59,929
+69.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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 | $2,549,379 | 59,929 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,543,284 | 35,364 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $665,250 | 15,828 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $350,236 | 8,869 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $266,694 | 7,483 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||