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Fiduciary Wealth Partners, LLCETFConcentrated long-term

CIK: 0001666504 | Newton, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR69$181.7M2026-07-29SEC ↗
Q1 2026
13F-HR60$152.8M2026-05-07SEC ↗
Q4 2025
13F-HR89$243.9M2026-01-28SEC ↗
Q3 2025
13F-HR91$238.2M2025-10-28SEC ↗
Q2 2025
13F-HR82$106.2M2025-07-31SEC ↗
Q1 2025
13F-HR65$115.7M2025-05-08SEC ↗
Q3 2017
13F-HR8$75.0K2017-11-13SEC ↗
Q2 2017
13F-HR11$81.7K2017-08-08SEC ↗
Q1 2017
13F-HR14$98.6K2017-05-11SEC ↗
Q4 2016
13F-HR15$99.0K2017-02-01SEC ↗
Q3 2016
13F-HR15$100.0K2016-10-25SEC ↗
Q2 2016
13F-HR17$93.9K2016-09-22SEC ↗
Q1 2016
13F-HR15$95.2K2016-09-22SEC ↗
Q4 2015
13F-HR13$114.5K2016-02-12SEC ↗