Merit Financial Group, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1621225
ALPHARETTA, GA
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,077,315 | 318,159 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,992,595 | 290,398 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,596,283 | 243,314 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,651,275 | 191,569 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,228,277 | 156,348 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,208,285 | 71,281 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||