LifeGoal Investments, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2054684
SARATOGA SPRINGS, NY
Position in CGDG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,565,096
+$13,331 QoQ
Shares Held
43,596
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.80%
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 | $1,565,096 | 43,596 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,551,765 | 43,540 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,423,491 | 41,082 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,656,042 | 49,243 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,116,619 | 68,499 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,213,148 | 142,144 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||