Birchwood Financial Partners, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2110062
BLOOMINGTON, MN
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,245 | 6,924 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $202,141 | 6,781 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $206,295 | 6,766 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||