CCG WEALTH MANAGEMENT, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, CCG WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1771169), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ATTICUS WEALTH MANAGEMENT, LLC | United States | $0.369B | 181 |
| AYAL Capital Advisors Ltd | Canada | $0.369B | 56 |
| EPG Wealth Management LLC | United States | $0.369B | 321 |
| Meredith Wealth Planning | United States | $0.369B | 70 |
| Newton One Investments LLC | United States | $0.368B | 121 |
| WorthPointe, LLC | United States | $0.369B | 118 |
| Mizuho Bank, Ltd. | Japan | $0.369B | 4 |
| ARK & TLK INVESTMENTS, LLC | United States | $0.370B | 119 |
| EdgeRock Capital LLC | United States | $0.370B | 126 |
| Rock Point Advisors, LLC | United States | $0.370B | 118 |