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Congress Asset Management Co./MA 
 MA
  SEC # 897378


        
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109  SEC Filings
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  from  5/17/99  to  3/4/24  (3 Weeks Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Congress Asset Management Co./MA 

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Forms
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, Documents
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& Exhibits
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 in  109 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
3/4/24 New Document this Past Month!13F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F  New Document this Past Month!  — Assets Under Management
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108
6/8/16 OLD3Ownership:  Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3  OLD 1

Form-Specific Documents: 
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3/4/24 New Exhibit this Past Month!INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F  New Exhibit this Past Month!  — Assets Under Management
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43

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


7 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/13/2412/31/23  12 of 511  $8,548  
 NJ
 
Personal Cfo Solutions, LLC
2/12/2412/31/23  44 of 3,386  $941  
 SD
 
Dorsey & Whitney Trust Co. LLC
2/9/2412/31/23  NA of 7,468  NA  
 GA
 
Advisory Services Network, LLC
2/15/2312/31/22  11 of 157  $24  
 CA
 
Claraphi Advisory Network, LLC
11/22/229/30/22  24 of 1,950  $0  
 FL
 
B. Riley Wealth Advisors, Inc. [ formerly B. Riley Wealth Advisors ]
8/14/206/30/20  NA of 175  NA  
 MA
 
Argent Wealth Management LLC
11/12/149/30/14  2 of 140  $0  
 FL
 
ArchPoint Investors [ formerly Botty Investors LLC ]


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 1
2023 4
2022 4
2021 4
2020 4
2019 4
2018 4
2017 4
2016 5
2015 4
2014 4
2013 5
2012 4
2011 5
2010 4
2009 4
2008 4
2007 4
2006 4
2005 4
2004 4
2003 7
2002 10
2001 1
2000 4
1999 3

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