DIVERSIFY WEALTH MANAGEMENT, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2030780
SANDY, UT
Position in CGDV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,954,882
+$5,770,428 QoQ
Shares Held
210,505
+188.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,954,882 | 210,505 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,184,454 | 72,971 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,930,690 | 45,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,386,849 | 35,119 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $719,072 | 20,176 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||