Marshall & Sterling Wealth Advisors Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 2056315
POUGHKEEPSIE, NY
Position in CGDV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$510
-$145,455 QoQ
Shares Held
12
-99.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | $510 | 12 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $145,965 | 3,473 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $95,521 | 2,419 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,476 | 1,725 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||