Filer · Institutional
Capital Group Private Client Services,Inc.
CIK 0001857666TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001857666-26-000004 · filed 2026-05-13
240
positions
Q4 202513F-HR
0001857666-26-000002 · filed 2026-02-11
286
positions
Q3 202513F-HR
0001857666-25-000007 · filed 2025-11-13
280
positions
Q2 202513F-HR
0001422848-25-000144 · filed 2025-08-13
279
positions
Q1 202513F-HR
0000732812-25-000009 · filed 2025-05-12
275
positions
Q4 202413F-HR
0001422848-25-000005 · filed 2025-02-13
271
positions
Q3 202413F-HR
0000017283-24-000025 · filed 2024-11-13
265
positions
Q2 202413F-HR
0001422848-24-000319 · filed 2024-08-13
264
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.