CGC Financial Services, LLC SEC EDGAR Filings (CIK 0001992785)

SEC EDGAR filings, ownership reports, and insider transactions for CGC Financial Services, LLC.

Business address
5 Centerpointe Dr, Suite 550, Lake Oswego, OR, 97035
Top securities (13F)
HELO, SCHD, FENI, IVW, QUAL, JBND, IJH, JMEE, IMTM, IWY, NUDV, AAPL, USXF, NUEM, VUG, AVUV, NKE, BIV, DGRO, and PYLD
State of incorporation
OR
Fiscal year end
31 December
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CGC Financial Services, LLC has filed 12 SEC EDGAR filings since 13 Sep 2023

Latest Filings

Recent SEC filings for CGC Financial Services, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2025 30 Sep 2025 028-23386
N-PX Open N-PX document View SEC filing for N-PX 28 Jul 2025 30 Jun 2025 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2025 30 Jun 2025 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2025 31 Mar 2025 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2025 31 Dec 2024 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-23386
N-PX Open N-PX document View SEC filing for N-PX 31 Jul 2024 30 Jun 2024 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2024 30 Jun 2024 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2024 31 Dec 2023 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-23386
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Sep 2023 30 Jun 2023 028-23386

About this filer

CGC Financial Services, LLC files with the SEC under CIK 0001992785. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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