FLAGSHIP HARBOR ADVISORS, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1691766
BOSTON, MA
All Filings in CGBL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,825,159 | 548,608 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,786,941 | 516,912 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,037,005 | 284,093 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,653,294 | 220,429 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,519,428 | 194,959 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||