PERRYMAN FINANCIAL ADVISORY INC /AD
Position in CGDG — Capital Group Dividend Growers ETF
CIK 934040
DALLAS, TX
Position in CGDG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,018,303
+$489,477 QoQ
Shares Held
28,365
+91.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,018,303 | 28,365 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $528,826 | 14,838 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||