Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in CAPITAL GROUP DIVIDEND VALUE (CGDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 238,391 | +40,478 | +20.5% | 2.56% | $10.6M | $43.64 |
| 2025 Q3 | ADDED | 197,913 | +59,642 | +43.1% | 2.25% | $8.3M | $41.85 |
| 2025 Q2 | REDUCED | 138,271 | -6,411 | -4.4% | 1.65% | $5.5M | $39.19 |
| 2025 Q1 | ADDED | 144,682 | +2,933 | +2.1% | 1.55% | $5.2M | $35.25 |
| 2024 Q4 | ADDED | 141,749 | +11,906 | +9.2% | 1.52% | $5.0M | $34.77 |
| 2024 Q3 | ADDED | 129,843 | +28,197 | +27.7% | 1.51% | $4.7M | $35.75 |
| 2024 Q2 | ADDED | 101,646 | +24,687 | +32.1% | 1.24% | $3.4M | $32.24 |
| 2024 Q1 | ADDED | 76,959 | +6,950 | +9.9% | 0.99% | $2.5M | $31.63 |
| 2023 Q4 | INITIATED | 70,009 | — | — | 0.93% | $2.1M | — |
As of 2025 Q4 — sorted by position size