RICHARDS, MERRILL & PETERSON, INC.
Position in CGDV — Capital Group Dividend Value ETF
CIK 90108
SPOKANE, WA
Position in CGDV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,523,260
+$1,023,354 QoQ
Shares Held
59,315
+72.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,523,260 | 59,315 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,499,906 | 34,370 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $793,106 | 18,870 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $526,401 | 13,330 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $285,120 | 8,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $221,080 | 6,270 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||