Sound View Wealth Advisors Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1784777
SAVANNAH, GA
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$284,296
+$36,544 QoQ
Shares Held
5,769
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#178
of 204 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,296 | 5,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $247,752 | 5,824 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,759 | 5,769 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $242,471 | 5,769 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,387 | 5,201 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||