LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2071183
THE WOODLANDS, TX
Position in CGDV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,865,718
+$1,638,981 QoQ
Shares Held
179,905
+5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.56%
of 13F equity value
Holder Rank
#73
of 204 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,865,718 | 179,905 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,226,737 | 169,881 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,219,932 | 165,443 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||