KMT WEALTH MANAGEMENT, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2058235
HERMOSA BEACH, CA
Position in CGDV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$263,194
-$6,806 QoQ
Shares Held
6,187
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.91%
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 | $263,194 | 6,187 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $270,000 | 6,187 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $260,039 | 6,187 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $244,324 | 6,187 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $220,504 | 6,187 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||