Medallion Wealth Advisors, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2131139
FARMINGTON, CT
Position in CGDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,228,835
+$397,081 QoQ
Shares Held
45,228
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#117
of 204 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,228,835 | 45,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,831,754 | 43,061 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,546,907 | 35,448 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,340,885 | 31,904 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,156,345 | 29,283 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $924,611 | 25,944 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $630,070 | 17,870 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||