Brown Miller Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1840084
MCLEAN, VA
Position in CGDV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$267,321
-$6,912 QoQ
Shares Held
6,284
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,321 | 6,284 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $274,233 | 6,284 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $313,123 | 7,450 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $301,822 | 7,643 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $272,396 | 7,643 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $269,492 | 7,643 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $253,440 | 6,955 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $229,515 | 6,955 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $226,037 | 6,955 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $207,537 | 6,955 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||