SARD WEALTH MANAGEMENT GROUP, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2010095
ATLANTA, GA
Position in CGDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$323,720
+$44,658 QoQ
Shares Held
6,569
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#174
of 204 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,720 | 6,569 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $279,062 | 6,560 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $491,735 | 11,268 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $324,891 | 7,730 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||