Goldstone Financial Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2040021
OAKBROOK TERRACE, IL
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,812,272
+$203,878 QoQ
Shares Held
36,775
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#126
of 204 holders
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,812,272 | 36,775 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,608,394 | 37,809 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,722,252 | 39,465 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,407,584 | 33,490 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,046,248 | 26,494 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $862,844 | 24,210 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $790,564 | 22,421 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $783,751 | 21,508 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,137,774 | 34,478 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $604,630 | 18,604 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $669,162 | 22,425 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $1,024,626 | 37,893 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $936,846 | 37,564 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||