Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
KAI holding history
Kadant Inc in every 13F filed by Congress Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KAI overviewAll 13F holders of KAIFull Q2 2025 holdings
- Shares (Q2 2025)
- 702
- Value
- $222.8K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 702 | $222.8K | <0.1% | −13−1.8% | Reduced | Holders |
| Q1 2025 | 715 | $240.9K | <0.1% | −527−42.4% | Reduced | Holders |
| Q4 2024 | 1,242 | $428.5K | <0.1% | −144−10.4% | Reduced | Holders |
| Q3 2024 | 1,386 | $468.5K | <0.1% | +1,386 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −833−100.0% | Sold out | Holders |
| Q1 2024 | 833 | $273.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 833 | $233.5K | <0.1% | +833 | New | Holders |