HARBOUR INVESTMENTS, INC.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 810121
MADISON, WI
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,621,339
+$1,595,289 QoQ
Shares Held
323,624
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#14
of 53 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,621,339 | 323,624 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,026,050 | 302,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,529,164 | 50,153 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,093,986 | 36,333 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,365 | 10,782 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $512,039 | 18,884 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $294,700 | 11,104 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,283 | 1,955 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||