Ridgeline Wealth Planning, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2013788
Centerville, OH
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,703,319
-$455,865 QoQ
Shares Held
251,606
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.25%
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 | $10,703,319 | 251,606 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,159,184 | 255,710 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,966,131 | 260,912 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,140,716 | 256,792 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,562,474 | 240,249 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,209,832 | 232,837 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||