SteelPeak Wealth, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1801868
WOODLAND HILLS, CA
Position in CGDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$433,950
-$931,763 QoQ
Shares Held
10,201
-67.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $433,950 | 10,201 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,365,713 | 31,295 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,990,078 | 47,349 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,770,573 | 44,836 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,634,557 | 45,863 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,347,284 | 38,210 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,396,963 | 38,336 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,172,754 | 35,538 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||