Freedom Financial Partners LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2054598
OAKDALE, MN
Position in CGDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$9,901,525
+$1,693,409 QoQ
Shares Held
232,758
+23.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,901,525 | 232,758 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,208,116 | 188,087 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $5,323,561 | 126,661 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||