CGC Financial Services, LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CGC Financial Services, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1992785): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-13). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VANCE WEALTH, LLC | United States | $0.346B | 118 |
| MARINER INVESTMENT GROUP LLC | United States | $0.346B | 108 |
| Prairiewood Capital, LLC | United States | $0.346B | 77 |
| Fi3 FINANCIAL ADVISORS, LLC | United States | $0.346B | 218 |
| Philadelphia Financial Management of San Francisco, LLC | United States | $0.346B | 43 |
| WINMILL & CO. INC | United States | $0.347B | 79 |
| Osprey Private Wealth LLC | United States | $0.345B | 77 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | United States | $0.347B | 33 |
| Aikya Investment Management Ltd | United Kingdom | $0.345B | 4 |
| Bouvel Investment Partners, LLC | United States | $0.345B | 78 |