Westside Investment Management »

Capital Group Divid Value Etf Shs Creation Unit shares owned by Westside Investment Management

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $880k 21k 42.03
2025-06-30 $607k 15k 39.49
2025-03-31 $350k 9.8k 35.64
2024-12-31 $138k 3.9k 35.26
2024-09-30 $8.4k 230 36.44
2024-06-30 $6.6k 200 33.00