RM Financial Services, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2109852
FALMOUTH, ME
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,297,413 | 283,285 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,375,357 | 280,958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,596,198 | 281,935 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||