Secure Asset Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1800692
Troy, MI
Position in CGDV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$8,092,596
+$15,356 QoQ
Shares Held
190,235
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,092,596 | 190,235 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,077,240 | 185,088 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,101,598 | 168,965 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,335,020 | 135,098 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,458,113 | 97,029 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,038,415 | 57,811 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||