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Bernicke Wealth Management, Ltd.ETFConcentrated long-term

CIK: 0001569863 | ALTOONA, WI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR111$861.3M2026-08-11SEC ↗
Q1 2026
13F-HR103$774.1M2026-08-11SEC ↗
Q4 2025
13F-HR100$778.5M2026-08-11SEC ↗
Q2 2020
13F-HR48$1.7M2020-08-19SEC ↗
Q1 2020
13F-HR45$2.0M2020-05-14SEC ↗
Q4 2019
13F-HR46$2.5M2020-01-31SEC ↗
Q3 2019
13F-HR46$1.5M2019-10-31SEC ↗
Q2 2019
13F-HR46$1.3M2019-08-05SEC ↗
Q1 2019
13F-HR47$1.9M2019-05-03SEC ↗
Q4 2018
13F-HR46$1.7M2019-02-11SEC ↗
Q3 2018
13F-HR48$1.8M2018-11-08SEC ↗
Q2 2018Amended
13F-HR/A48$1.6M2018-08-10SEC ↗
Q1 2018
13F-HR49$1.4M2018-05-11SEC ↗
Q4 2017
13F-HR50$1.6M2018-02-13SEC ↗
Q3 2017
13F-HR48$1.4M2017-11-13SEC ↗
Q2 2017
13F-HR56$1.2M2017-08-14SEC ↗
Q1 2017
13F-HR59$1.1M2017-05-11SEC ↗
Q4 2016
13F-HR37$1.1M2017-02-10SEC ↗
Q3 2016
13F-HR39$1.0M2016-11-10SEC ↗
Q2 2016
13F-HR38$1.1M2016-08-11SEC ↗
Q1 2016
13F-HR38$1.1M2016-05-12SEC ↗
Q4 2015
13F-HR38$1.1M2016-02-11SEC ↗
Q3 2015
13F-HR37$959.3K2015-11-12SEC ↗
Q2 2015
13F-HR41$926.9K2015-08-14SEC ↗
Q1 2015
13F-HR43$877.0K2015-05-15SEC ↗
Q4 2014
13F-HR46$101.7K2015-02-17SEC ↗