Madison Wealth Partners, Inc
Position in CGDV — Capital Group Dividend Value ETF
CIK 1844424
MADISON, WI
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,083,852
+$4,747,977 QoQ
Shares Held
630,760
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.99%
of 13F equity value
Holder Rank
#38
of 204 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,083,852 | 630,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,335,875 | 619,085 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||