Western Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1767902
GOLDEN, CO
All Filings in CGDV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,070,596 | 1,117,504 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $47,844,525 | 1,124,695 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $45,226,532 | 1,036,355 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $42,060,429 | 1,000,724 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,888,835 | 756,871 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,378,471 | 375,378 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,426,593 | 409,149 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $8,417,312 | 230,991 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,908,948 | 148,756 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,986,775 | 122,670 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,217,859 | 40,813 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||