Worthington Financial Partners, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2111427
WORTHINGTON, OH
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,942 | 55,696 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,644,766 | 55,175 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,656,643 | 54,334 | Shares | Sole | 2026-03-05 | |
| No filing history on record for this holder in this stock. | ||||||