INDEPENDENT FINANCIAL GROUP, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 275484
SAN DIEGO, CA
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,903,444
+$2,391,642 QoQ
Shares Held
632,427
+12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,903,444 | 632,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,511,802 | 561,682 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $14,994,917 | 356,767 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,008,358 | 126,826 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,974,229 | 83,452 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||