Aegis Wealth Management LLCETFConcentrated trader

CIK: 0001628818 | BETHESDA, MD

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	160	$212.6M	2026-08-07	SEC ↗
Q1 2026	13F-HR	118	$174.9M	2026-04-23	SEC ↗
Q4 2025	13F-HR	121	$176.9M	2026-01-14	SEC ↗
Q3 2025	13F-HR	123	$186.7M	2025-11-06	SEC ↗
Q2 2025	13F-HR	114	$166.8M	2025-08-07	SEC ↗
Q1 2025	13F-HR	119	$170.1M	2025-05-08	SEC ↗
Q4 2024	13F-HR	109	$147.8M	2025-03-07	SEC ↗