WEALTHGARDEN F.S. LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2023633
EL SEGUNDO, CA
Position in CGDV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$421,741
-$10,905 QoQ
Shares Held
9,914
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,741 | 9,914 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $432,646 | 9,914 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $419,669 | 9,985 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $394,268 | 9,984 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $350,341 | 9,830 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $346,711 | 9,833 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $365,529 | 10,031 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,056 | 10,032 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||