Westside Investment Management, Inc.
Position in CGBL — Capital Group Core Balanced ETF
CIK 1538383
SANTA MONICA, CA
All Filings in CGBL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,655,507 | 201,673 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,178,831 | 179,565 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,167,719 | 146,270 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,138,450 | 119,195 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,613,793 | 108,068 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,083,625 | 99,536 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,726,618 | 87,196 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,897,682 | 61,117 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,306,038 | 43,930 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $795,576 | 27,330 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||