FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in CGBL — Capital Group Core Balanced ETF
CIK 1342396
TOWSON, MD
All Filings in CGBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,593,345 | 279,066 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,583,942 | 278,522 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,201,329 | 232,135 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,494,931 | 187,066 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,091,597 | 182,165 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,039,609 | 162,673 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,583,198 | 114,589 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,174,893 | 102,251 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,280,082 | 76,693 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,920,153 | 65,962 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $976,311 | 35,710 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||