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CCG WEALTH MANAGEMENT, LLC: IWC position timeline

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

CCG WEALTH MANAGEMENT, LLC held 5,222 IWC 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 5,222 shares
    Change vs previous 13F -57 shares

    0.24% of the 13F portfolio, value $1,044,609.

    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 5,279 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $842,581.

    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).