KPP Advisory Services LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1989349
Louisville, KY
Position in CGBL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$721,956
+$82,483 QoQ
Shares Held
20,981
+15.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $721,956 | 20,981 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $639,473 | 18,100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $629,404 | 18,128 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $586,303 | 17,533 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $543,172 | 17,533 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||