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FFT Wealth Management LLC

SEC CIK
0001653199
Latest filing
Jul 27, 2026

CG holding history

Carlyle Group Inc. in every 13F filed by FFT Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CG overviewAll 13F holders of CGFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2023
Holdings of CG by FFT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−12,887−100.0%Sold outHolders
Q4 202412,887$650.7K<0.1%+863+7.2%AddedHolders
Q3 202412,024$517.8K<0.1%+859+7.7%AddedHolders
Q2 202411,165$448.3K<0.1%−448−3.9%ReducedHolders
Q1 202411,613$544.8K<0.1%+1,538+15.3%AddedHolders
Q4 202310,075$410.0K<0.1%+922+10.1%AddedHolders
Q3 20239,153$276.1K<0.1%+663+7.8%AddedHolders
Q2 20238,490$271.3K<0.1%+8,490NewHolders