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Websterrogers Financial Advisors, LLCETFConcentrated long-term

CIK: 0001841757 | FLORENCE, SC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR100$379.5M2026-11-02SEC ↗
Q2 2026
13F-HR103$390.4M2026-07-15SEC ↗
Q1 2026
13F-HR95$349.5M2026-04-15SEC ↗
Q4 2025
13F-HR94$344.4M2026-01-08SEC ↗
Q3 2025
13F-HR91$333.4M2025-10-09SEC ↗
Q2 2025
13F-HR86$314.5M2025-07-10SEC ↗
Q1 2025
13F-HR84$292.8M2025-04-09SEC ↗
Q4 2024
13F-HR81$288.0M2025-01-14SEC ↗
Q3 2024
13F-HR68$285.8M2024-10-15SEC ↗
Q2 2024
13F-HR68$280.7M2024-07-12SEC ↗
Q1 2024
13F-HR74$281.2M2024-05-14SEC ↗
Q4 2023
13F-HR71$239.8M2024-02-14SEC ↗
Q3 2023
13F-HR63$227.4M2023-11-01SEC ↗
Q2 2023
13F-HR61$229.6M2023-07-26SEC ↗
Q1 2023
13F-HR60$217.4M2023-05-03SEC ↗
Q4 2022
13F-HR61$206.5M2023-02-06SEC ↗
Q3 2022
13F-HR51$87.7M2022-10-26SEC ↗
Q2 2022
13F-HR56$92.4M2022-07-25SEC ↗
Q1 2022
13F-HR65$78.6M2022-04-14SEC ↗
Q4 2021
13F-HR64$191.0M2022-01-24SEC ↗
Q3 2021
13F-HR60$186.1M2021-10-12SEC ↗
Q2 2021
13F-HR61$418.8K2021-08-05SEC ↗
Q1 2021
13F-HR54$169.4M2021-05-07SEC ↗
Q4 2020
13F-HR51$958.2K2021-02-11SEC ↗