MassMutual Private Wealth & Trust, FSB
Position in CGDV — Capital Group Dividend Value ETF
CIK 1103653
Windsor, CT
Position in CGDV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$12,974
-$37,168 QoQ
Shares Held
305
-73.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,974 | 305 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $50,142 | 1,149 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $48,292 | 1,149 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $118 | 3 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $106 | 3 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||