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Refined Wealth ManagementETFConcentrated trader

CIK: 0001724729 | SALT LAKE CITY, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR48$178.6M2026-10-13SEC ↗
Q2 2026
13F-HR49$165.7M2026-07-21SEC ↗
Q1 2026
13F-HR50$158.4M2026-04-21SEC ↗
Q4 2025
13F-HR43$148.6M2026-01-15SEC ↗
Q3 2025
13F-HR36$155.6M2025-10-21SEC ↗
Q2 2025
13F-HR33$145.5M2025-07-17SEC ↗
Q1 2025
13F-HR27$122.2M2025-04-22SEC ↗
Q4 2024
13F-HR27$131.4M2025-01-22SEC ↗
Q3 2024
13F-HR27$129.7M2024-10-18SEC ↗
Q2 2024
13F-HR28$129.7M2024-07-18SEC ↗
Q1 2024
13F-HR29$142.0M2024-04-18SEC ↗
Q4 2023
13F-HR26$128.2M2024-01-22SEC ↗
Q3 2023
13F-HR26$111.4M2023-10-16SEC ↗
Q2 2023
13F-HR26$121.3M2023-07-17SEC ↗
Q1 2023
13F-HR25$113.2M2023-04-17SEC ↗
Q4 2022
13F-HR26$114.3M2023-01-17SEC ↗
Q3 2022
13F-HR25$8.6M2022-10-20SEC ↗
Q2 2022
13F-HR25$7.3M2022-07-19SEC ↗
Q1 2022
13F-HR26$118.3K2022-04-20SEC ↗
Q4 2021
13F-HR23$3.6M2022-02-02SEC ↗
Q3 2021
13F-HR21$3.1M2021-10-18SEC ↗
Q2 2021
13F-HR20$119.1K2021-07-13SEC ↗