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Lighthouse Financial Services IncETFConcentrated long-term

CIK: 0001068979 | BREA, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR101$481.6M2026-11-02SEC ↗
Q2 2026
13F-HR102$475.9M2026-07-16SEC ↗
Q1 2026
13F-HR99$443.4M2026-04-15SEC ↗
Q4 2025
13F-HR95$434.9M2026-02-03SEC ↗