Greenline Wealth Management LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2111541
BOCA RATON, FL
Position in CGDV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,118,443
+$50,520 QoQ
Shares Held
143,828
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,118,443 | 143,828 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,067,923 | 139,045 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||