Congress Wealth Management LLC / DE / »

DV shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of DV (DV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in DV

Tip: Access up to 7 years of quarterly data

All positions including DV held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DV by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 458k 35.16
2023-12-31 $413k 11k 36.78
2023-09-30 $321k 12k 27.95
2023-06-30 $447k 12k 38.92
2023-03-31 $346k 12k 30.15
2022-09-30 $325k 12k 27.43

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding DV

Providence Equity Partners
Vanguard Group
Congress Asset Management
Bank of New York Mellon
Geneva Capital Management
Wellington Management Company
Riverbrige Partners
Van Berkom & Associates
Zevenbergen Capital Investments
Principal Financial Group
Eventide Asset Management
Chicago Capital
Massachusetts Financial Services
Dimensional Fund Advisors
Norges Bank Investment Management

View all funds holding DV