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LWM Advisory Services, LLCCoreConcentrated trader

CIK: 0001697716 | PLANTATION, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR80$56.0M2026-08-03SEC ↗
Q1 2026
13F-HR76$93.7M2026-04-29SEC ↗
Q4 2025
13F-HR83$170.7M2026-02-12SEC ↗
Q3 2025
13F-HR93$171.6M2025-11-25SEC ↗
Q2 2025
13F-HR90$145.0M2025-08-14SEC ↗
Q1 2025
13F-HR96$144.0M2025-05-13SEC ↗
Q4 2024
13F-HR95$143.8M2025-02-04SEC ↗
Q3 2024
13F-HR93$135.0M2024-11-13SEC ↗
Q2 2024
13F-HR80$119.1M2024-08-08SEC ↗
Q1 2024
13F-HR89$124.7M2024-05-09SEC ↗
Q4 2023
13F-HR80$113.7M2024-02-05SEC ↗
Q3 2023
13F-HR146$93.3M2023-11-02SEC ↗
Q2 2023
13F-HR77$94.7M2023-08-07SEC ↗
Q1 2023
13F-HR78$93.6M2023-05-03SEC ↗
Q4 2022
13F-HR80$90.5M2023-02-07SEC ↗
Q3 2022
13F-HR116$8.1M2022-11-16SEC ↗
Q2 2022
13F-HR106$6.1M2022-08-15SEC ↗
Q1 2022
13F-HR110$3.2M2022-05-09SEC ↗
Q4 2021
13F-HR106$2.9M2022-02-18SEC ↗