JONES FINANCIAL COMPANIES LLLP
Position in CGDG — Capital Group Dividend Growers ETF
CIK 815917
DES PERES, MO
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,438,132
+$15,754,576 QoQ
Shares Held
1,904,509
+22.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#8
of 84 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,438,132 | 1,904,509 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,683,556 | 1,551,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,998,298 | 1,066,170 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,271,493 | 700,476 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,402,237 | 457,991 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,121,011 | 198,091 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,041,419 | 102,612 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $579,471 | 18,863 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||