Profesionally Managed Portfo shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $68M | 2.7M | 24.94 |
| 2025-03-31 | $62M | 2.5M | 24.79 |
| 2024-12-31 | $55M | 2.2M | 24.44 |
| 2024-09-30 | $48M | 1.9M | 25.08 |
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