Investments & Financial Planning, LLC
Position in CGGR — Capital Group Growth ETF
CIK 1909307
LEXINGTON, KY
All Filings in CGGR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,351,296 | 261,680 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,279,958 | 255,784 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,133,331 | 250,356 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $11,661,199 | 265,510 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,696,397 | 263,134 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,521,982 | 248,817 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,947,302 | 240,713 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,076,254 | 232,143 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,741,878 | 235,387 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,336,746 | 229,345 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,313,808 | 223,656 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,986,133 | 121,883 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,683,588 | 106,365 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,892,838 | 84,276 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,095,403 | 54,935 | Shares | Sole | 2023-03-01 | |
| 2022-06-30 | $242,294 | 12,139 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||