Strategic Family Wealth Counselors, L.L.C.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1729755
FAIRFIELD, NJ
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,145,148
+$673,489 QoQ
Shares Held
63,822
+9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#108
of 204 holders
Holding Since
Mar 2023
14 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
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,148 | 63,822 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,471,659 | 58,102 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,167,467 | 49,667 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $651,044 | 15,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $491,058 | 12,435 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $440,154 | 12,350 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $293,222 | 8,316 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $303,035 | 8,316 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $274,428 | 8,316 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $270,270 | 8,316 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $248,149 | 8,316 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $220,124 | 8,316 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $224,864 | 8,316 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $207,401 | 8,316 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||