TCFG WEALTH MANAGEMENT, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1548059
LAGUNA NIGUEL, CA
Position in CGDV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$274,170
New position
Shares Held
6,445
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,170 | 6,445 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||