Swisher Financial Concepts, Inc.
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1947503
WESTERVILLE, OH
Position in CGDG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$7,984,124
+$543,348 QoQ
Shares Held
222,399
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.04%
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 | $7,984,124 | 222,399 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,440,776 | 208,776 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,782,287 | 195,737 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,409,250 | 160,846 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,111,028 | 133,043 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||