Hartmann Taylor Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2058267
DALLAS, TX
Position in CGDV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$13,868,082
+$825,527 QoQ
Shares Held
326,001
+9.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,868,082 | 326,001 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,042,555 | 298,867 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $12,082,910 | 287,483 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,297,846 | 260,771 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,480,917 | 266,019 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||