Swisher Financial Concepts, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1947503
WESTERVILLE, OH
Position in CGDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$11,720,918
-$99,368 QoQ
Shares Held
275,527
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,720,918 | 275,527 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,820,286 | 270,859 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,036,741 | 262,592 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,556,432 | 292,642 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,962,436 | 307,588 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,720,529 | 218,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,018,090 | 412,132 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,227,492 | 309,924 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $9,911,915 | 304,982 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,457,461 | 283,427 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||