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True Private Wealth AdvisorsETFConcentrated trader

CIK: 0001667074 | Salem, OR

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR289$1.2B2026-10-19SEC ↗
Q2 2026
13F-HR283$1.2B2026-07-23SEC ↗
Q1 2026
13F-HR266$1.0B2026-05-15SEC ↗
Q4 2025
13F-HR266$998.1M2026-02-13SEC ↗
Q3 2025
13F-HR264$980.2M2025-11-14SEC ↗
Q2 2025
13F-HR244$890.0M2025-08-11SEC ↗
Q1 2025
13F-HR232$823.2M2025-05-15SEC ↗
Q4 2024
13F-HR224$823.8M2025-02-13SEC ↗
Q3 2024
13F-HR215$838.2M2024-11-14SEC ↗
Q2 2024
13F-HR278$883.2M2024-07-16SEC ↗
Q1 2024
13F-HR284$871.8M2024-04-25SEC ↗
Q4 2023
13F-HR290$790.1M2024-01-30SEC ↗
Q3 2023
13F-HR260$720.1M2023-11-13SEC ↗
Q2 2023
13F-HR241$676.9M2023-08-11SEC ↗
Q1 2023
13F-HR233$675.9M2023-05-11SEC ↗
Q4 2022
13F-HR221$649.4M2023-02-14SEC ↗
Q3 2022
13F-HR220$24.5M2022-11-04SEC ↗
Q2 2022
13F-HR229$19.7M2022-07-28SEC ↗
Q1 2022
13F-HR240$1.6M2022-05-09SEC ↗
Q4 2021
13F-HR268$17.4M2022-02-11SEC ↗
Q3 2021
13F-HR245$16.6M2021-11-05SEC ↗
Q2 2021
13F-HR237$18.2M2021-08-10SEC ↗
Q1 2021
13F-HR233$18.1M2021-05-12SEC ↗
Q4 2020
13F-HR757$13.2M2021-01-11SEC ↗
Q3 2020
13F-HR732$11.2M2020-10-09SEC ↗
Q2 2020
13F-HR721$10.6M2020-07-07SEC ↗
Q1 2020
13F-HR723$8.0M2020-04-20SEC ↗
Q4 2019
13F-HR835$10.7M2020-01-27SEC ↗
Q3 2019
13F-HR209$5.1M2019-10-09SEC ↗
Q2 2019
13F-HR821$5.2M2019-08-01SEC ↗
Q1 2019
13F-HR203$4.6M2019-04-25SEC ↗
Q4 2018
13F-HR229$6.6M2019-01-14SEC ↗
Q3 2018
13F-HR1101$710.6M2018-10-18SEC ↗
Q2 2018
13F-HR271$8.5M2018-07-13SEC ↗
Q1 2018
13F-HR227$6.7M2018-04-25SEC ↗
Q4 2017
13F-HR218$6.3M2018-01-19SEC ↗
Q3 2017
13F-HR155$3.6M2017-10-27SEC ↗
Q2 2017
13F-HR151$3.3M2017-08-07SEC ↗
Q1 2017
13F-HR146$1.4M2017-04-20SEC ↗
Q4 2016
13F-HR147$1.6M2017-02-14SEC ↗
Q3 2016
13F-HR147$311.9K2016-11-08SEC ↗
Q2 2016
13F-HR142$2.4M2016-08-01SEC ↗
Q1 2016Amended
13F-HR/A128$2.1M2016-05-11SEC ↗
Q4 2015
13F-HR89$1.2M2016-03-16SEC ↗