Roehl & Yi Investment Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2097566
Eugene, OR
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,424,817
+$127,140 QoQ
Shares Held
37,985
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#47
of 84 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,817 | 37,985 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,297,677 | 36,147 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,221,596 | 34,276 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,156,409 | 33,374 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $864,660 | 25,711 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $854,817 | 27,664 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $724,134 | 24,431 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||