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Plotkin Financial Advisors, LLCETFConcentrated long-term

CIK: 0001826394 | CHEVY CHASE, MD

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR110$241.0M2026-08-14SEC ↗
Q1 2026
13F-HR100$199.1M2026-05-11SEC ↗
Q4 2025
13F-HR101$205.0M2026-02-19SEC ↗
Q3 2025
13F-HR104$202.3M2025-11-14SEC ↗
Q2 2025
13F-HR93$181.3M2025-08-11SEC ↗
Q1 2025
13F-HR92$162.7M2025-05-15SEC ↗
Q4 2024
13F-HR91$168.5M2025-03-06SEC ↗
Q3 2024
13F-HR90$167.1M2024-11-14SEC ↗
Q2 2024
13F-HR86$155.5M2024-11-15SEC ↗
Q1 2024
13F-HR90$150.8M2024-11-15SEC ↗
Q4 2023
13F-HR83$131.5M2024-11-15SEC ↗
Q3 2023
13F-HR76$113.6M2024-11-15SEC ↗
Q2 2023
13F-HR80$120.2M2024-11-15SEC ↗
Q1 2023
13F-HR73$107.5M2024-11-15SEC ↗
Q4 2022
13F-HR68$98.5M2024-11-15SEC ↗
Q3 2022
13F-HR67$98.8M2024-11-15SEC ↗
Q2 2022
13F-HR68$105.2M2024-11-15SEC ↗
Q1 2022
13F-HR82$143.2M2024-11-15SEC ↗
Q4 2021
13F-HR85$158.3M2024-11-15SEC ↗
Q3 2021
13F-HR92$168.2M2024-11-15SEC ↗
Q2 2021
13F-HR102$180.8M2024-11-15SEC ↗
Q1 2021
13F-HR83$163.5M2024-11-15SEC ↗
Q4 2020
13F-HR69$151.4M2024-11-15SEC ↗
Q3 2020
13F-HR63$90.9M2024-11-15SEC ↗
Q2 2020
13F-HR61$117.8M2024-11-15SEC ↗
Q1 2020
13F-HR55$82.4M2024-11-15SEC ↗
Q4 2019
13F-HR66$107.4M2024-11-15SEC ↗