Northwest Financial Advisors
Position in CGDV — Capital Group Dividend Value ETF
CIK 2010635
HERNDON, VA
Position in CGDV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,130,956
+$209,400 QoQ
Shares Held
50,093
+13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
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 | $2,130,956 | 50,093 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,921,556 | 44,032 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,899,419 | 45,192 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,577,625 | 39,950 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,406,889 | 39,475 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,235,404 | 35,037 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $940,516 | 25,810 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $717,849 | 21,753 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $590,622 | 18,173 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $224,187 | 7,513 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||