SEC 13F Intelligence

Kaizen Financial Strategies / CGDVUSD

Kaizen Financial Strategies’s Capital Group Dividend Value Position

Does Kaizen Financial Strategies own Capital Group Dividend Value (CGDVUSD)? Yes — 277.8K shares worth $13M (+5.33% of its 13F portfolio) as of Q1 2026, down from 304.9K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
277.8K
% of Portfolio
+5.33%
Quarters Held
8
currently held

Position History CGDVUSD

Reported value by quarter
Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026277.8K$13M+5.33%
Q4 2025304.9K$13M+5.87%
Q3 2025290.3K$12M+5.56%
Q2 2025247.5K$10M+4.96%
Q1 2025234.7K$8M+4.83%
Q4 2024106.0K$4M+2.12%
Q3 202486.0K$3M+1.82%
Q2 202473.2K$3M+1.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of CGDVUSD.