Clear Creek Financial Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1784235
SILVERDALE, WA
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,599,497 | 173,854 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,630,508 | 163,630 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,704,209 | 104,846 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,328,953 | 95,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,008,228 | 89,959 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,617,283 | 84,483 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,242,340 | 71,709 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,801,024 | 58,004 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,126,172 | 37,880 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||