FinDec Wealth Services, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1916066
Stockton, CA
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$510,267
-$14,940 QoQ
Shares Held
11,995
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,267 | 11,995 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $525,207 | 12,035 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $516,086 | 12,279 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $692,378 | 17,533 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,525,356 | 42,799 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,197,007 | 374,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,047,679 | 412,944 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,263,261 | 401,917 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,723,935 | 299,198 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,875,311 | 297,430 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,543,182 | 284,971 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,641,909 | 282,615 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,018,714 | 281,424 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,694,087 | 283,768 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||