MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in CGGR — Capital Group Growth ETF
CIK 1607355
GLASTONBURY, CT
Position in CGGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,398
+$9,147 QoQ
Shares Held
1,322
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#167
of 177 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,398 | 1,322 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $53,251 | 1,325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $47,316 | 1,064 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,770 | 564 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,926 | 564 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,317 | 564 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||