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Hillcrest Wealth Advisors - NY, LLCETFConcentrated long-term

CIK: 0001767121 | HAZLET, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR55$282.4M2026-10-22SEC ↗
Q2 2026
13F-HR56$279.4M2026-07-21SEC ↗
Q1 2026
13F-HR51$246.9M2026-04-28SEC ↗
Q4 2025
13F-HR52$232.3M2026-01-12SEC ↗
Q3 2025
13F-HR53$222.4M2025-10-20SEC ↗
Q2 2025
13F-HR49$212.7M2025-07-22SEC ↗
Q1 2025
13F-HR48$202.0M2025-04-22SEC ↗
Q4 2024
13F-HR50$210.4M2025-01-21SEC ↗
Q3 2024
13F-HR47$200.3M2024-10-17SEC ↗
Q2 2024
13F-HR47$185.7M2024-07-18SEC ↗
Q1 2024
13F-HR46$184.5M2024-04-11SEC ↗
Q4 2023
13F-HR45$181.4M2024-01-12SEC ↗
Q3 2023
13F-HR47$175.6M2023-10-17SEC ↗
Q2 2023
13F-HR47$169.4M2023-07-31SEC ↗
Q1 2023
13F-HR48$168.7M2023-05-08SEC ↗
Q4 2022
13F-HR50$167.3M2023-02-08SEC ↗
Q3 2022
13F-HR52$3.5M2022-11-03SEC ↗
Q2 2022
13F-HR50$3.1M2022-08-02SEC ↗
Q1 2022
13F-HR48$3.3M2022-05-09SEC ↗
Q4 2021
13F-HR52$3.7M2022-02-04SEC ↗
Q3 2021
13F-HR52$3.8M2021-10-26SEC ↗
Q2 2021
13F-HR51$3.8M2021-08-03SEC ↗
Q1 2021
13F-HR53$4.6M2021-04-28SEC ↗
Q4 2020
13F-HR51$4.8M2021-02-03SEC ↗
Q3 2020
13F-HR59$4.0M2020-10-21SEC ↗
Q2 2020
13F-HR44$3.4M2020-08-03SEC ↗
Q1 2020
13F-HR41$2.9M2020-04-28SEC ↗
Q4 2019
13F-HR38$4.2M2020-01-30SEC ↗
Q3 2019
13F-HR38$4.1M2019-10-17SEC ↗
Q2 2019
13F-HR41$4.1M2019-08-06SEC ↗
Q1 2019
13F-HR41$4.0M2019-05-10SEC ↗
Q4 2018
13F-HR54$3.5M2019-02-08SEC ↗