Merited Wealth, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2123943
NORTH BAY VILLAGE, FL
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,252,972
+$615,365 QoQ
Shares Held
66,010
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.33%
of 13F equity value
Holder Rank
#107
of 204 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,252,972 | 66,010 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,637,607 | 62,003 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,070,019 | 47,434 | Shares | Sole | 2026-03-26 | |
| No filing history on record for this holder in this stock. | ||||||