CARY STREET PARTNERS FINANCIAL LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1475045
RICHMOND, VA
Position in CGDG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$441,929
-$9,436,053 QoQ
Shares Held
12,310
-95.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $441,929 | 12,310 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $9,877,982 | 277,160 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,599,921 | 277,054 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,455,444 | 281,161 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $367,802 | 11,903 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $7,209,426 | 243,233 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||