Clarity Wealth Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1767384
SAN JOSE, CA
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,031,838 | 369,648 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,059,453 | 292,341 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,302,463 | 206,693 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,162,482 | 148,689 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,563,633 | 106,568 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,758,830 | 89,052 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,096,059 | 67,031 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,227,872 | 39,545 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $357,087 | 12,011 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||