Hartmann Taylor Wealth Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2058267
DALLAS, TX
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,381,603 | 326,175 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,223,681 | 326,175 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,420,175 | 323,243 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,690,426 | 307,904 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,601,727 | 287,133 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,033,272 | 291,584 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||