Concurrent Investment Advisors, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2001015
Tampa, FL
All Filings in CGBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,663,845 | 623,389 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,713,763 | 572,908 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $29,816,717 | 843,949 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,981,031 | 489,085 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,897,717 | 355,793 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,172,703 | 199,248 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,987,016 | 191,462 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,037,951 | 194,459 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,871,050 | 197,479 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||