Filing History
Congress Wealth Management LLC / DE /
13 parsed filings · CIK 0001904976
- 13F NOTICEQ/E Dec 2025— pos · $0SEC
- 13F NOTICE (Amended)Q/E Sep 2025— pos · $0SEC
- 13F NOTICEQ/E Sep 2025— pos · $0SEC
- 13F HOLDINGS REPORTQ/E Jun 20251,179 pos · $10.32BSEC
- 13F HOLDINGS REPORTQ/E Mar 20251,064 pos · $8.34BSEC
- 13F HOLDINGS REPORTQ/E Dec 2024871 pos · $7.28BSEC
- 13F HOLDINGS REPORTQ/E Sep 2024837 pos · $7.50BSEC
- 13F HOLDINGS REPORTQ/E Jun 2024709 pos · $6.29BSEC
- 13F HOLDINGS REPORTQ/E Mar 2024577 pos · $5.79BSEC
- 13F HOLDINGS REPORTQ/E Dec 2023599 pos · $4.84BSEC
- 13F HOLDINGS REPORTQ/E Sep 2023553 pos · $4.31BSEC
- 13F HOLDINGS REPORTQ/E Jun 2023553 pos · $4.15BSEC
- 13F HOLDINGS REPORTQ/E Mar 2023555 pos · $3.89BSEC