StrongBox Wealth, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1812155
Lee's Summit, MO
Position in CGDV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,081,895
+$302,246 QoQ
Shares Held
72,447
+13.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,081,895 | 72,447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,779,649 | 63,695 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,577,195 | 61,318 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,298,989 | 58,217 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,907,809 | 53,530 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||