MARSHALL INVESTMENT MANAGEMENT, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2022427
LITTLETON, CO
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,522
+$2,799 QoQ
Shares Held
930
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#46
of 53 holders
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,522 | 930 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,723 | 930 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $212,927 | 7,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,824,353 | 141,042 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||