GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 1901403
RALEIGH, NC
Position in BDVG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$111,832
+$14,874 QoQ
Shares Held
8,563
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,832 | 8,563 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $96,958 | 8,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $78,745 | 6,712 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,031 | 5,410 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||