Concurrent Investment Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2001015
Tampa, FL
Position in CGDG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$8,079,079
-$7,466,019 QoQ
Shares Held
225,044
-48.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,079,079 | 225,044 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,545,098 | 436,170 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,746,457 | 223,563 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,017,953 | 178,946 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,232,513 | 169,337 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,905,242 | 165,494 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,705,717 | 185,733 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,362,853 | 188,501 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||