Carolina Wealth Management Inc
Position in CGDV — Capital Group Dividend Value ETF
CIK 2145383
GREENVILLE, NC
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$279,910
New position
Shares Held
5,680
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#179
of 204 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in CGDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,910 | 5,680 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||