World Investment Advisors
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1652594
SANTA BARBARA, CA
All Filings in CGCV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,454 | 34,505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $918,356 | 30,807 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $582,206 | 19,095 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $266,172 | 8,840 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $260,288 | 9,101 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $730,559 | 26,943 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $527,747 | 19,885 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $206,729 | 7,585 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||