Lantern Wealth Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1950218
MELVILLE, NY
Position in CGDV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,109,528
+$279,190 QoQ
Shares Held
26,082
+37.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,109,528 | 26,082 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $830,338 | 19,027 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $662,392 | 15,760 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $412,670 | 10,450 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||