SK Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1867958
PROVIDENCE, RI
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52,172,391
+$12,002,890 QoQ
Shares Held
1,058,693
+12.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
47.69%
of 13F equity value
Holder Rank
#27
of 204 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,172,391 | 1,058,693 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,169,501 | 944,276 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,473,853 | 881,619 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,555,399 | 132,177 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||