Meridian Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1697300
LEXINGTON, KY
Position in CGDV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,642,499
-$89,888 QoQ
Shares Held
62,118
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,642,499 | 62,118 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,732,387 | 62,612 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,631,204 | 62,603 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,167,803 | 54,895 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $516,601 | 14,495 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $511,093 | 14,495 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $528,197 | 14,495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $479,556 | 14,532 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $433,634 | 14,532 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $376,721 | 14,232 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $312,122 | 11,543 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $287,882 | 11,543 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $270,223 | 11,455 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $233,911 | 11,455 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||