Lodestone Wealth Management LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1950158
SPOKANE, WA
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,563,636
+$235,062 QoQ
Shares Held
130,786
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,563,636 | 130,786 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,328,574 | 122,103 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,189,696 | 123,476 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,745,868 | 120,179 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,254,132 | 119,364 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,104,510 | 116,407 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,216,982 | 115,724 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,980,791 | 90,327 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,814,857 | 86,611 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,403,880 | 80,559 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,989,564 | 75,163 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,316,658 | 48,693 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $409,415 | 16,416 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $585,952 | 24,839 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||