Clearstead Trust, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1708001
PORTLAND, ME
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,585,152 | 535,806 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,315,006 | 513,754 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,332,806 | 306,094 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||