Elm3 Financial Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2011201
ALPHARETTA, GA
Position in CGDV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,183,547
-$27,637 QoQ
Shares Held
27,822
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,183,547 | 27,822 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,211,184 | 27,754 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,372,027 | 32,644 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,321,177 | 33,456 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $819,292 | 22,988 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $746,383 | 21,168 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||