Evernest Financial Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2009530
CARMEL, IN
All Filings in CGCV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,179,404 | 96,874 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,871,842 | 129,884 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,618,780 | 249,878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,363,611 | 244,557 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,206,057 | 216,995 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,492,249 | 128,794 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,636,191 | 99,329 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,497,075 | 91,619 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||