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Bernardo Wealth Planning LLCETFConcentrated long-term

CIK: 0001765595 | HARLEYSVILLE, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR144$1.2B2026-10-23SEC ↗
Q2 2026
13F-HR139$585.4M2026-07-27SEC ↗
Q1 2026
13F-HR129$510.8M2026-04-15SEC ↗
Q4 2025
13F-HR127$524.8M2026-01-26SEC ↗
Q3 2025
13F-HR127$510.1M2025-10-22SEC ↗
Q2 2025
13F-HR119$15.3M2025-08-13SEC ↗
Q1 2025Amended
13F-HR/A113$418.0M2025-04-22SEC ↗
Q4 2024
13F-HR109$418.0M2025-01-16SEC ↗
Q3 2024
13F-HR114$13.0M2024-10-18SEC ↗
Q2 2024
13F-HR104$371.7M2024-07-10SEC ↗
Q1 2024
13F-HR106$359.6M2024-05-07SEC ↗
Q4 2023
13F-HR89$317.1M2024-01-25SEC ↗
Q3 2023
13F-HR86$253.0M2023-10-30SEC ↗
Q2 2023
13F-HR92$251.0M2023-07-21SEC ↗
Q1 2023
13F-HR92$233.0M2023-05-05SEC ↗
Q4 2022
13F-HR90$213.9M2023-01-30SEC ↗
Q3 2022
13F-HR84$176.7K2022-10-24SEC ↗
Q2 2022
13F-HR85$2.2M2022-07-29SEC ↗
Q1 2022Amended
13F-HR/A86$204.8K2022-04-28SEC ↗
Q4 2021
13F-HR86$204.8K2022-01-27SEC ↗
Q3 2021
13F-HR77$662.6K2021-10-15SEC ↗
Q2 2021
13F-HR76$166.6K2021-07-30SEC ↗
Q1 2021
13F-HR76$157.2K2021-04-23SEC ↗
Q4 2020
13F-HR172$4.8M2021-02-01SEC ↗
Q3 2020
13F-HR156$4.1M2020-10-23SEC ↗
Q2 2020
13F-HR139$3.8M2020-08-03SEC ↗
Q1 2020
13F-HR134$2.6M2020-05-01SEC ↗
Q4 2019
13F-HR165$3.4M2020-02-10SEC ↗
Q3 2019
13F-HR157$1.5M2019-11-04SEC ↗
Q2 2019Amended
13F-HR/A150$2.0M2019-08-13SEC ↗
Q1 2019
13F-HR147$1.7M2019-05-08SEC ↗
Q4 2018
13F-HR131$1.4M2019-02-14SEC ↗