LongView Wealth Management
Position in CGBL — Capital Group Core Balanced ETF
CIK 1990190
ATLANTA, GA
All Filings in CGBL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,494,801 | 276,470 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,095,698 | 264,333 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,657,227 | 245,039 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,675,128 | 192,256 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,311,509 | 158,837 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,162,596 | 134,364 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,401,081 | 108,765 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,239,326 | 72,120 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $846,829 | 28,484 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $512,132 | 17,593 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||