REGATTA CAPITAL GROUP, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1911488
EL SEGUNDO, CA
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,859,197
+$925,440 QoQ
Shares Held
148,056
+12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#22
of 53 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,859,197 | 148,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,933,757 | 131,961 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,400,244 | 111,520 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,819,831 | 93,651 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,866,950 | 65,278 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||