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Olde Wealth Management, LLCETFConcentrated long-term

CIK: 0001840760 | SAMMAMISH, WA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR119$352.0M2026-08-13SEC ↗
Q1 2026
13F-HR116$25.2M2026-05-12SEC ↗
Q4 2025
13F-HR116$26.4M2026-02-12SEC ↗
Q3 2025
13F-HR115$754.5K2025-11-14SEC ↗
Q1 2025
13F-HR322$23.5M2025-04-29SEC ↗
Q4 2024
13F-HR115$25.1M2025-02-11SEC ↗
Q3 2024
13F-HR113$23.7M2024-11-04SEC ↗
Q2 2024
13F-HR106$21.7M2024-08-09SEC ↗
Q1 2024
13F-HR43$211.3K2024-05-09SEC ↗
Q4 2023
13F-HR108$4.5M2024-01-10SEC ↗
Q3 2023
13F-HR101$772.3K2023-11-02SEC ↗
Q2 2023
13F-HR101$536.1K2023-07-31SEC ↗
Q1 2023
13F-HR97$202.0M2023-05-04SEC ↗
Q4 2022
13F-HR103$184.9M2023-02-10SEC ↗
Q3 2022
13F-HR90$3.1M2022-11-08SEC ↗
Q2 2022
13F-HR92$2.7M2022-08-09SEC ↗
Q1 2022
13F-HR112$2.9M2022-05-09SEC ↗
Q4 2021
13F-HR115$3.0M2022-01-27SEC ↗
Q3 2021
13F-HR108$2.6M2021-11-12SEC ↗
Q2 2021
13F-HR106$2.4M2021-08-11SEC ↗
Q1 2021
13F-HR106$2.3M2021-05-13SEC ↗
Q4 2020
13F-HR96$2.1M2021-02-12SEC ↗