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Stone Wealth PartnersETFConcentrated trader

CIK: 0001813454 | JEFFERSON, LA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR63$136.8M2026-07-16SEC ↗
Q1 2026
13F-HR59$111.4M2026-05-08SEC ↗
Q4 2025
13F-HR68$112.3M2026-02-24SEC ↗