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CWM, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1535847 OMAHA, NE

Position in CGDV

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$99,550,066
+$12,365,725 QoQ
Shares Held
2,340,152
+17.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $99,550,066 2,340,152
2025-12-31 $87,184,341 1,997,808
2025-09-30 $87,507,552 2,082,026
2025-06-30 $66,748,485 1,690,263
2025-03-31 $40,304,777 1,130,886
2024-12-31 $18,421,622 522,451
2024-09-30 $22,467,920 616,573
2024-06-30 $16,402,320 497,040
2024-03-31 $12,676,495 390,046
2023-12-31 $10,814,582 362,419
2023-09-30 $421,428 15,921
2023-06-30 $156,588 5,791
2022-06-30 $10,602 475