J. Derek Lewis & Associates Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2077884
NEWPORT BEACH, CA
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,752,291 | 327,614 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,402,127 | 281,856 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $8,482,470 | 278,205 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||