Tempus Wealth Planning, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1806428
IRVINE, 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 | $6,693,372 | 176,327 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,987,202 | 173,996 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,932,578 | 167,919 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,413,229 | 155,911 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,502,662 | 134,649 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,069,346 | 131,354 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,507,055 | 112,154 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,831,480 | 91,191 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,053,480 | 69,071 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,063,330 | 36,528 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||