Root Financial Partners, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1977181
ENCINITAS, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$427,441
-$55,217 QoQ
Shares Held
10,048
-9.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $427,441 | 10,048 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $482,658 | 11,060 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $335,567 | 7,984 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $209,573 | 5,307 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||