Perennial Investment Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1801523
Los Angeles, CA
All Filings in CGCV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,879 | 9,716 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $482,961 | 15,840 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $550,380 | 18,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $533,561 | 18,656 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $641,459 | 23,657 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||