INDEPENDENT FINANCIAL GROUP, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 275484
SAN DIEGO, CA
Position in CGDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,112,433
-$120,782 QoQ
Shares Held
30,987
-10.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,112,433 | 30,987 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,233,215 | 34,602 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $890,816 | 25,709 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $696,981 | 20,725 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||