Custom Portfolio Group LLC SEC EDGAR Filings (CIK 0002034330)

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

Latest Filings

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