Ownership history in Accel Wealth Management · 10 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in CAPITAL GROUP DIVIDEND VALUE (CGDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 136,266 | +14,599 | +12.0% | 1.63% | $5.9M | $43.64 |
| 2025 Q3 | ADDED | 121,667 | +58,034 | +91.2% | 1.49% | $5.1M | $41.85 |
| 2025 Q2 | ADDED | 63,633 | +11,021 | +20.9% | 0.84% | $2.5M | $39.19 |
| 2025 Q1 | ADDED | 52,612 | +11,195 | +27.0% | 0.68% | $1.9M | $35.25 |
| 2024 Q4 | ADDED | 41,417 | +23,124 | +126.4% | 0.55% | $1.5M | $34.77 |
| 2024 Q3 | ADDED | 18,293 | +5,103 | +38.7% | 0.25% | $667K | $35.75 |
| 2024 Q2 | ADDED | 13,190 | +1,662 | +14.4% | 0.17% | $435K | $32.24 |
| 2024 Q1 | ADDED | 11,528 | +2,014 | +21.2% | 0.16% | $375K | $31.63 |
| 2023 Q4 | REDUCED | 9,514 | -71 | -0.7% | 0.14% | $284K | $28.95 |
| 2023 Q3 | INITIATED | 9,585 | — | — | 0.14% | $254K | — |
As of 2025 Q4 — sorted by position size