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Congress Wealth Management LLC / de /

CIK: 0001904976 | BOSTON, MA

Q1 2025 vs Q2 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2025
13F-HR1179$10.3B2025-08-13SEC ↗
Q1 2025
13F-HR1064$8.3B2025-05-14SEC ↗
Q4 2024
13F-HR871$7.3B2025-02-11SEC ↗
Q3 2024
13F-HR837$7.5B2024-11-12SEC ↗
Q2 2024
13F-HR709$6.3B2024-08-14SEC ↗
Q1 2024
13F-HR577$5.8B2024-04-18SEC ↗
Q4 2023
13F-HR606$5.4B2024-02-09SEC ↗
Q3 2023
13F-HR599$4.8B2023-10-30SEC ↗
Q2 2023
13F-HR553$4.3B2023-07-13SEC ↗
Q1 2023
13F-HR553$4.1B2023-04-14SEC ↗
Q4 2022
13F-HR555$3.9B2023-02-02SEC ↗
Q3 2022
13F-HR545$247.5M2022-11-09SEC ↗
Q2 2022
13F-HR551$238.8M2022-08-11SEC ↗
Q1 2022
13F-HR592$273.9M2022-05-16SEC ↗
Q4 2021
13F-HR605$276.5M2022-02-04SEC ↗