Hartmann Taylor Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2058267
DALLAS, TX
All Filings in CGCV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,456,051 | 74,834 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,264,486 | 75,964 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,011,852 | 65,984 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,721,117 | 57,161 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $863,720 | 30,200 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||