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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-24-000232
Filing Date
2024-02-09
Accepted
2024-02-09 17:01:50
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 3829
2 F_13F_CWAdvisors_Q42023.html INFORMATION TABLE  
2 F_13F_CWAdvisors_Q42023.xml INFORMATION TABLE 499629
  Complete submission text file 0001951757-24-000232.txt   504711
Mailing Address 155 SEAPORT BOULEVARD 3RD FLOOR BOSTON MA 02210
Business Address 155 SEAPORT BOULEVARD 3RD FLOOR BOSTON MA 02210 617-428-7600
Congress Wealth Management LLC / DE / (Filer) CIK: 0001904976 (see all company filings)

IRS No.: 264296224 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21594 | Film No.: 24615948