COMMONWEALTH EQUITY SERVICES, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 312272
WALTHAM, MA
All Filings in CGCV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,949,760 | 638,323 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $21,284,846 | 714,017 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,380,519 | 570,040 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,681,605 | 487,599 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,125,686 | 389,010 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,324,221 | 233,237 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,731,497 | 140,599 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,751,719 | 100,962 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $270,323 | 10,859 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||