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CCG WEALTH MANAGEMENT, LLC: CSGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CCG WEALTH MANAGEMENT, LLC on CSGP, newest first. How the timeline and the estimate are built.

CCG WEALTH MANAGEMENT, LLC held 0 CSGP shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,171 shares

    13F-HR 0001951757-26-000541 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,171 shares
    Change vs previous 13F -12 shares

    0.12% of the 13F portfolio, value $280,458.

    13F-HR 0001951757-26-000259 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 4,183 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $352,920.

    13F-HR 0001951757-25-001235 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 4,171 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $335,348.

    13F-HR 0001951757-25-000959 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 4,190 shares
    Change vs previous 13F -362 shares

    0.2% of the 13F portfolio, value $331,974.

    13F-HR 0001951757-25-000400 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 4,552 shares
    Change vs previous 13F -7 shares

    0.18% of the 13F portfolio, value $325,878.

    13F-HR 0001951757-25-000121 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 4,559 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $343,931.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).