Summit Financial, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1765536
PARSIPPANY, NJ
Position in CGDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,191,842
+$51,120 QoQ
Shares Held
31,774
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#52
of 84 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,842 | 31,774 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,140,722 | 31,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,128,077 | 31,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $867,393 | 25,033 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||