Gladstone Institutional Advisory LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1766530
Bedminster, NJ
Position in CGDG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,977,407
-$28,590 QoQ
Shares Held
55,081
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,977,407 | 55,081 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,005,997 | 56,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,637,247 | 47,251 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,432,537 | 42,597 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $968,745 | 31,351 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $620,869 | 20,947 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||