SAGESPRING WEALTH PARTNERS, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2056425
FRANKLIN, TN
Position in CGDV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,476,356
+$29,179 QoQ
Shares Held
105,227
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,476,356 | 105,227 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,447,177 | 101,906 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,076,153 | 96,982 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,765,253 | 95,347 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,162,657 | 88,739 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,444,258 | 69,321 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||