WJ Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1801674
GLENDALE, AZ
All Filings in CGDV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,106,831 | 408,012 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,390,819 | 408,811 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,670,927 | 404,925 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,992,939 | 404,305 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $18,792,066 | 475,869 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $17,052,777 | 478,473 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $22,530,893 | 638,993 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $23,170,701 | 635,859 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $20,146,401 | 610,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,664,392 | 574,289 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,666,594 | 558,532 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $13,844,524 | 523,027 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,208,580 | 340,554 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||