LongView Wealth Management
Position in CGDV — Capital Group Dividend Value ETF
CIK 1990190
ATLANTA, GA
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$10,976,851
+$573,468 QoQ
Shares Held
258,036
+8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,976,851 | 258,036 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,403,383 | 238,391 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $8,318,283 | 197,913 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,460,321 | 138,271 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,156,466 | 144,682 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,998,069 | 141,749 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,731,478 | 129,843 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,354,318 | 101,646 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,501,167 | 76,959 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,089,068 | 70,009 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||