Southland Equity Partners LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2006517
WILDWOOD, MO
Position in CGDV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,575,086
+$207,627 QoQ
Shares Held
37,026
+18.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,575,086 | 37,026 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,367,459 | 31,335 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,100,975 | 26,195 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $838,412 | 21,231 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $508,547 | 14,269 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $278,589 | 7,901 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||