EverSource Wealth Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1710537
BIRMINGHAM, AL
Position in CGDG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$171,817
+$20,846 QoQ
Shares Held
4,786
+13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,817 | 4,786 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $150,971 | 4,236 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $195,287 | 5,636 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||