Merit Financial Group, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1621225
ALPHARETTA, GA
Position in CGDG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$7,251,441
+$169,310 QoQ
Shares Held
201,990
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,251,441 | 201,990 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,082,131 | 198,713 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,895,107 | 198,993 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,820,591 | 143,342 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,827,796 | 59,152 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||