Duncan Williams Asset Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2011771
MEMPHIS, TN
Position in CGBL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$432,258
New position
Shares Held
12,562
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGBL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,258 | 12,562 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||