FINANCIAL MANAGEMENT NETWORK INC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1844831
MISSION VIEJO, 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 | $8,116,090 | 247,291 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,275,183 | 210,506 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,976,802 | 196,025 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,921,690 | 163,457 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,052,391 | 141,692 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,893,657 | 69,838 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $796,253 | 30,002 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $489,908 | 17,975 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||