CJM Wealth Advisers, Ltd.
Position in CGDV — Capital Group Dividend Value ETF
CIK 1992748
FALLS CHURCH, VA
Position in CGDV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$18,579,387
+$4,097,061 QoQ
Shares Held
436,751
+31.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,579,387 | 436,751 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,482,326 | 331,859 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,142,869 | 217,532 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,435,393 | 86,994 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,407,352 | 39,488 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $493,181 | 13,987 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $256,428 | 7,037 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $232,221 | 7,037 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $228,702 | 7,037 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||