Steward Partners Investment Advisory, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1723397
STAMFORD, CT
Position in CGDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,372,369
-$767,320 QoQ
Shares Held
143,225
-16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#31
of 84 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,372,369 | 143,225 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,139,689 | 171,022 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,072,083 | 114,256 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,856,060 | 82,426 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,377,708 | 70,702 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,486,629 | 48,111 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $765,067 | 25,812 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $593,879 | 19,332 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $424,900 | 14,935 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $296,606 | 10,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $129,227 | 4,758 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||