Cedar Wealth Management, LLCETFConcentrated long-term

CIK: 0001665642 | LA JOLLA, CA

Q1 2026 vs Q2 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	92	$389.0M	2026-08-12	SEC ↗
Q1 2026	13F-HR	89	$343.6M	2026-05-14	SEC ↗
Q4 2025	13F-HR	233	$334.3M	2026-02-06	SEC ↗
Q3 2025	13F-HR	244	$326.3M	2025-11-12	SEC ↗
Q2 2025	13F-HR	230	$295.3M	2025-08-08	SEC ↗
Q1 2025	13F-HR	195	$281.1M	2025-05-09	SEC ↗
Q4 2024	13F-HR	193	$276.6M	2025-02-11	SEC ↗
Q3 2024	13F-HR	265	$322.2M	2024-11-08	SEC ↗
Q2 2024	13F-HR	303	$308.0M	2024-08-12	SEC ↗
Q1 2024	13F-HR	345	$304.0M	2024-05-13	SEC ↗
Q4 2023	13F-HR	282	$274.7M	2024-02-13	SEC ↗
Q3 2023	13F-HR	292	$252.9M	2023-10-30	SEC ↗
Q2 2023	13F-HR	299	$258.7M	2023-08-14	SEC ↗
Q1 2023	13F-HR	301	$244.3M	2023-05-15	SEC ↗
Q4 2022	13F-HR	301	$202.5M	2023-02-14	SEC ↗
Q3 2022	13F-HR	339	$5.7M	2022-11-14	SEC ↗
Q2 2022	13F-HR	346	$5.4M	2022-08-11	SEC ↗
Q1 2022	13F-HR	377	$4.0M	2022-05-12	SEC ↗
Q4 2021	13F-HR	369	$3.1M	2022-02-11	SEC ↗
Q3 2021	13F-HR	269	$2.6M	2021-11-12	SEC ↗
Q2 2021	13F-HR	270	$2.2M	2021-08-09	SEC ↗
Q1 2021	13F-HR	243	$1.8M	2021-05-11	SEC ↗
Q4 2020	13F-HR	235	$2.0M	2021-02-11	SEC ↗
Q3 2020	13F-HR	216	$1.8M	2020-11-12	SEC ↗
Q2 2020	13F-HR	218	$1.1M	2020-08-04	SEC ↗
Q1 2020	13F-HR	225	$1.0M	2020-05-01	SEC ↗
Q4 2019	13F-HR	168	$915.4K	2020-01-29	SEC ↗
Q3 2019	13F-HR	154	$963.6K	2019-10-24	SEC ↗
Q2 2019	13F-HR	169	$1.1M	2019-07-24	SEC ↗
Q1 2019	13F-HR	162	$1.1M	2019-04-25	SEC ↗
Q4 2018	13F-HR	166	$951.2K	2019-01-23	SEC ↗
Q3 2018	13F-HR	182	$1.2M	2018-11-06	SEC ↗
Q2 2018	13F-HR	213	$1.1M	2018-08-07	SEC ↗
Q1 2018	13F-HR	141	$901.9K	2018-05-08	SEC ↗
Q4 2017	13F-HR	128	$822.2K	2018-02-02	SEC ↗
Q3 2017	13F-HR	141	$764.0K	2017-10-24	SEC ↗
Q2 2017	13F-HR	144	$675.1K	2017-07-21	SEC ↗
Q1 2017	13F-HR	140	$671.7K	2017-05-01	SEC ↗
Q4 2016	13F-HR	134	$564.9K	2017-02-14	SEC ↗
Q3 2016	13F-HR	124	$580.3K	2016-11-01	SEC ↗
Q2 2016	13F-HR	130	$542.2K	2016-08-12	SEC ↗
Q1 2016	13F-HR	110	$432.9K	2016-04-29	SEC ↗
Q4 2015	13F-HR	38	$118.0K	2016-02-03	SEC ↗