Future Financial Wealth Managment LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1801892
CINCINNATI, OH
Position in CGDV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$6,099,555
+$53,714 QoQ
Shares Held
143,384
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,099,555 | 143,384 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,045,841 | 138,539 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,648,579 | 134,394 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||