ADAMSBROWN WEALTH CONSULTANTS LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1911244
WICHITA, KS
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$975,867
+$34,684 QoQ
Shares Held
22,940
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $975,867 | 22,940 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $941,183 | 21,567 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $678,826 | 16,151 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||