A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Custom Portfolio Group LLC.

Business address: 9800 Pyramid Court, Suite 400, Englewood, CO, 80112
Top securities (13F): SGOV, VOO, SCHB, IAU, VGSH, GLD, VDE, VGIT, SLV, DVYE, DVYA, IDV, VFMF, MSFT, COP, XOM, SIVR, MOO, QQQ, and GRID
State of incorporation: CO
Fiscal year end: 31 December

Custom Portfolio Group LLC has filed 3 SEC EDGAR filings since 27 Aug 2024

Recent SEC filings for Custom Portfolio Group LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	27 Aug 2024	30 Jun 2024	028-24346
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	27 Aug 2024	31 Mar 2024	028-24346
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	27 Aug 2024	31 Dec 2023	028-24346

Custom Portfolio Group LLC files with the SEC under CIK 0002034330. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.