Security Financial Services, INC.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1913590
Fort Wayne, IN
Position in CGDV
as of Mar 31, 2026
· filed May 27, 2026
Position Value
$850,076
+$79,045 QoQ
Shares Held
19,983
+13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $850,076 | 19,983 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $771,031 | 17,668 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $691,645 | 16,456 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $363,150 | 9,196 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||