Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
LGTY holding history
Logility Supply Chain Solutions, 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.
LGTY overviewAll 13F holders of LGTYFull Q2 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −215,509−100.0% | Sold out | Holders |
| Q1 2023 | 215,509 | $2.72M | 0.1% | +63,376+41.7% | Added | Holders |
| Q4 2022 | 152,133 | $2.23M | 0.1% | −31,249−17.0% | Reduced | Holders |
| Q3 2022 | 183,382 | $2.81M | 0.1% | +3,364+1.9% | Added | Holders |
| Q2 2022 | 180,018 | $2.91M | 0.1% | +3,394+1.9% | Added | Holders |
| Q1 2022 | 176,624 | $3.68M | 0.1% | +67,707+62.2% | Added | Holders |
| Q4 2021 | 108,917 | $2.85M | 0.1% | – | No prior filing | Holders |