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CCG WEALTH MANAGEMENT, LLC: MCHB position timeline

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

CCG WEALTH MANAGEMENT, LLC held 171,041 MCHB 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 171,041 shares
    Change vs previous 13F -31 shares

    0.63% of the 13F portfolio, value $2,719,552.

    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 171,072 shares
    Change vs previous 13F +113,472 shares

    0.68% of the 13F portfolio, value $2,523,312.

    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 57,600 shares
    Change vs previous 13F -113,441 shares

    0.36% of the 13F portfolio, value $842,688.

    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).

  4. period ended2025-09-30
    13F 171,041 shares
    Change vs previous 13F -299 shares

    1.07% of the 13F portfolio, value $2,276,556.

    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).

  5. period ended2025-06-30
    13F 171,340 shares
    Change vs previous 13F -897 shares

    1.18% of the 13F portfolio, value $2,239,414.

    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).

  6. period ended2025-03-31
    13F 172,237 shares
    Change vs previous 13F -57,205 shares

    1.21% of the 13F portfolio, value $2,022,063.

    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).

  7. period ended2024-12-31
    13F 229,442 shares
    Change vs previous 13F -198 shares

    1.46% of the 13F portfolio, value $2,620,228.

    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).

  8. period ended2024-09-30
    13F 229,640 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,619,127.

    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).