Quantum Financial Planning Services, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2050169
SPOKANE, WA
Position in CGDV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$6,516,617
+$273,959 QoQ
Shares Held
153,188
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,516,617 | 153,188 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,242,658 | 143,049 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,393,499 | 128,325 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,510,666 | 114,223 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||