MARSHALL INVESTMENT MANAGEMENT, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2022427
LITTLETON, CO
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,522 | 930 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,723 | 930 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $212,927 | 7,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,824,353 | 141,042 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||