LPL Financial LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1403438
FORT MILL, SC
All Filings in CGCV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,357,393 | 5,739,104 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $139,044,362 | 4,664,353 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $120,221,673 | 3,942,987 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $77,143,415 | 2,562,053 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,919,823 | 1,360,833 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,489,031 | 386,835 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,569,310 | 96,809 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||