Clarity Retirement & Wealth, LLC
PensionPosition in CGDV — Capital Group Dividend Value ETF
CIK 2103352
NEW BEDFORD, MA
Position in CGDV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$19,183,030
+$3,921,381 QoQ
Shares Held
450,941
+28.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
44.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,183,030 | 450,941 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,261,649 | 349,717 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||