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MRWM Advisors, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1732949 NASHVILLE, TN

Position in CGDV

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$1,636,683
-$114,284 QoQ
Shares Held
38,474
-4.1% QoQ
Ownership
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,636,683 38,474
2025-12-31 $1,750,967 40,123
2025-09-30 $1,717,766 40,870
2025-06-30 $1,776,339 44,982
2025-03-31 $1,662,427 46,645
2024-12-31 $2,824,537 80,106