Skip to content
Disclosery

CCG WEALTH MANAGEMENT, LLC: TLT position timeline

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

CCG WEALTH MANAGEMENT, LLC held 13,458 TLT 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 13,458 shares
    Change vs previous 13F -675 shares

    0.27% of the 13F portfolio, value $1,163,040.

    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 14,133 shares
    Change vs previous 13F +9,068 shares

    0.33% of the 13F portfolio, value $1,225,190.

    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 5,065 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $441,465.

    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).