Stonebridge Financial Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2009367
Wormleysburg, PA
All Filings in CGDV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $3,128,500 | 64,043 | Shares | Sole | 2026-10-01 | |
| 2026-06-30 | $2,849,271 | 57,818 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,549,014 | 106,935 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,869,907 | 88,678 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,244,421 | 77,193 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,076,107 | 52,573 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,831,824 | 51,398 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,009,105 | 28,619 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||