Pines Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2037426
SOUTHERN PINES, NC
All Filings in CGCV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,928,929 | 58,773 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,749,787 | 58,698 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,803,331 | 59,145 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,746,139 | 57,992 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,665,835 | 58,246 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,508,678 | 55,640 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,442,873 | 54,366 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||