Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CGDG — Capital Group Dividend Growers ETF
CIK 1694883
Westborough, MA
All Filings in CGDG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,553,418 | 68,073 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,815,913 | 134,148 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,073,512 | 30,121 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $432,258 | 12,475 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $773,321 | 22,995 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $702,820 | 22,745 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $456,189 | 15,391 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $356,812 | 11,615 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||