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Burkett Financial Services, LLCETFConcentrated long-term

CIK: 0001762716 | ROCK HILL, SC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR376$331.4M2026-10-01SEC ↗
Q2 2026
13F-HR266$319.6M2026-07-02SEC ↗
Q1 2026
13F-HR251$291.8M2026-04-01SEC ↗
Q4 2025
13F-HR238$293.0M2026-01-05SEC ↗
Q3 2025
13F-HR226$290.2M2025-11-24SEC ↗
Q2 2025
13F-HR224$277.7M2025-07-01SEC ↗
Q1 2025
13F-HR256$245.5M2025-04-11SEC ↗
Q4 2024
13F-HR223$244.6M2025-01-06SEC ↗
Q3 2024
13F-HR217$242.0M2024-10-08SEC ↗
Q2 2024
13F-HR199$194.9M2024-07-10SEC ↗
Q1 2024
13F-HR201$194.0M2024-04-01SEC ↗
Q4 2023
13F-HR198$179.6M2024-02-12SEC ↗