Bruce G. Allen Investments, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2005409
DENVER, CO
Position in CGDV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$261,365
-$55,679 QoQ
Shares Held
6,144
-15.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,365 | 6,144 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $317,044 | 7,265 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $325,438 | 7,743 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $310,786 | 7,870 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $282,553 | 7,928 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $280,563 | 7,957 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $258,286 | 7,088 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $312,807 | 9,479 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $298,740 | 9,192 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $249,581 | 8,364 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||