REGATTA CAPITAL GROUP, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1911488
EL SEGUNDO, 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 | $4,859,197 | 148,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,933,757 | 131,961 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,400,244 | 111,520 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,819,831 | 93,651 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,866,950 | 65,278 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||