Total Clarity Wealth Management, Inc.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1804909
ST. CHARLES, IL
Position in CGDV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,784,200
-$124,144 QoQ
Shares Held
65,449
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,784,200 | 65,449 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,908,344 | 66,644 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,589,258 | 61,605 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,519,343 | 63,797 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $944,495 | 26,501 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $934,425 | 26,501 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $843,185 | 23,139 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $504,702 | 15,294 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $495,365 | 15,242 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $455,776 | 15,274 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $403,641 | 15,249 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $371,015 | 13,721 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $239,299 | 9,595 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $22,320 | 1,000 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||