Carson Advisory Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1909304
ATHENS, GA
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,884,333 | 301,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,717,308 | 292,429 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,634,798 | 283,201 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,372,085 | 278,050 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||