Filer · Institutional
CCG WEALTH MANAGEMENT,LLC
CIK 0001771169TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001951757-26-000541 · filed 2026-04-08
136
positions
Q4 202513F-HR
0001951757-26-000259 · filed 2026-01-21
99
positions
Q3 202513F-HR
0001951757-25-001235 · filed 2025-11-03
85
positions
Q2 202513F-HR
0001951757-25-000959 · filed 2025-07-25
80
positions
Q1 202513F-HR
0001951757-25-000400 · filed 2025-04-22
75
positions
Q4 202413F-HR
0001951757-25-000121 · filed 2025-01-24
69
positions
Q3 202413F-HR
0001951757-24-001028 · filed 2024-10-15
72
positions
Q2 202413F-HR
0001951757-24-000584 · filed 2024-07-31
70
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.