Roehl & Yi Investment Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2097566
Eugene, OR
All Filings in CGDG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,817 | 37,985 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,297,677 | 36,147 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,221,596 | 34,276 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,156,409 | 33,374 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $864,660 | 25,711 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $854,817 | 27,664 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $724,134 | 24,431 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||