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Bogart Wealth, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1715740 MCLEAN, VA

Position in CGDV

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$102,036,486
-$1,807,948 QoQ
Shares Held
2,398,601
+0.8% QoQ
Ownership
of shares outstanding
% of Portfolio
7.47%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $102,036,486 2,398,601
2025-12-31 $103,844,434 2,379,570
2025-09-30 $99,984,452 2,378,883
2025-06-30 $94,297,381 2,387,880
2025-03-31 $82,954,131 2,327,557
2024-12-31 $43,358,199 1,229,671
2024-09-30 $45,088,232 1,237,328
2024-06-30 $40,388,502 1,223,894
2024-03-31 $9,069,450 279,060
2023-12-31 $2,430,915 81,465
2023-09-30 $1,960,950 74,082