Institutional Manager · CIK 0001904976
Congress Wealth Management LLC / DE /
BOSTON, MA · File #028-21594
Latest AUM
$0
Positions
0
Top-10 Concentration
0.0%
Filings
13
Filing History
View all filings →- 13F NOTICEQ/E Dec 2025— pos · $0
- 13F NOTICE (Amended)Q/E Sep 2025— pos · $0
- 13F NOTICEQ/E Sep 2025— pos · $0
- 13F HOLDINGS REPORTQ/E Jun 20251,179 pos · $10.32B
- 13F HOLDINGS REPORTQ/E Mar 20251,064 pos · $8.34B
- 13F HOLDINGS REPORTQ/E Dec 2024871 pos · $7.28B
- 13F HOLDINGS REPORTQ/E Sep 2024837 pos · $7.50B
- 13F HOLDINGS REPORTQ/E Jun 2024709 pos · $6.29B
- 13F HOLDINGS REPORTQ/E Mar 2024577 pos · $5.79B
- 13F HOLDINGS REPORTQ/E Dec 2023599 pos · $4.84B
- 13F HOLDINGS REPORTQ/E Sep 2023553 pos · $4.31B
- 13F HOLDINGS REPORTQ/E Jun 2023553 pos · $4.15B
- 13F HOLDINGS REPORTQ/E Mar 2023555 pos · $3.89B