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CCG WEALTH MANAGEMENT, LLC: IEF position timeline

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

CCG WEALTH MANAGEMENT, LLC held 14,470 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,470 shares
    Change vs previous 13F -89 shares

    0.32% of the 13F portfolio, value $1,368,428.

    13F-HR 0001951757-26-001141 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).

  2. period ended2026-03-31
    13F 14,559 shares
    Change vs previous 13F +10,455 shares

    0.38% of the 13F portfolio, value $1,389,511.

    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).

  3. period ended2025-12-31
    13F 4,104 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $394,641.

    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).