Envision Financial Planning, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1964460
MEMPHIS, TN
All Filings in CGCV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,972,997 | 639,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,748,939 | 628,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,419,893 | 604,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,266,707 | 141,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,995,678 | 104,744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,253,202 | 83,098 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,515,805 | 57,114 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $799,634 | 29,339 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||