Congress Wealth Management LLC / DE /

Entity
Company
Business address
155 Seaport Boulevard, 3 Rd Floor, 02210 Boston, MA
Phone
617-428-7600
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Candace Cavalier - Chief Compliance Officer
All SEC filings
View on sec.gov
Congress Wealth Management LLC / DE / has filed 17 SEC EDGAR filings since 2/4/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 18, 2025 Jun 30, 2025 028-21594
13F-HR Open Document Open Filing Aug 13, 2025 Jun 30, 2025 028-21594
13F-HR Open Document Open Filing May 14, 2025 Mar 31, 2025 028-21594
13F-HR Open Document Open Filing Feb 11, 2025 Dec 31, 2024 028-21594
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-21594
N-PX Open Document Open Filing Aug 19, 2024 Jun 30, 2024 028-21594
13F-HR Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-21594
13F-HR Open Document Open Filing Apr 18, 2024 Mar 31, 2024 028-21594
13F-HR Open Document Open Filing Feb 9, 2024 Dec 31, 2023 028-21594
13F-HR Open Document Open Filing Oct 30, 2023 Sep 30, 2023 028-21594
13F-HR Open Document Open Filing Jul 13, 2023 Jun 30, 2023 028-21594
13F-HR Open Document Open Filing Apr 14, 2023 Mar 31, 2023 028-21594
13F-HR Open Document Open Filing Feb 2, 2023 Dec 31, 2022 028-21594
13F-HR Open Document Open Filing Nov 9, 2022 Sep 30, 2022 028-21594
13F-HR Open Document Open Filing Aug 11, 2022 Jun 30, 2022 028-21594
13F-HR Open Document Open Filing May 16, 2022 Mar 31, 2022 028-21594
13F-HR Open Document Open Filing Feb 4, 2022 Dec 31, 2021 028-21594