Capital Group Divid Value Etf Shs Creation Unit shares owned by BFC Planning
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning investment in Capital Group Divid Value Etf Shs Creation Unit
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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $6.8M | 138k | 49.28 |
| 2026-03-31 | $5.9M | 139k | 42.54 |
| 2025-12-31 | $4.0M | 92k | 43.64 |
| 2025-09-30 | $1.7M | 40k | 42.03 |
| 2025-06-30 | $1.4M | 35k | 39.49 |
| 2025-03-31 | $1.0M | 29k | 35.64 |
| 2024-12-31 | $1.0M | 29k | 35.26 |
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