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CCG WEALTH MANAGEMENT, LLC: SFLR position timeline

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

CCG WEALTH MANAGEMENT, LLC held 244,326 SFLR 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 244,326 shares
    Change vs previous 13F -11,420 shares

    2.19% of the 13F portfolio, value $9,431,638.

    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 255,746 shares
    Change vs previous 13F +209,834 shares

    2.46% of the 13F portfolio, value $9,063,864.

    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 45,912 shares
    Change vs previous 13F +37,522 shares

    0.73% of the 13F portfolio, value $1,692,316.

    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 8,390 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $302,292.

    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).