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Topel & Distasi Wealth Management, LLCETFConcentrated long-term

CIK: 0001880087 | BERKELEY, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR57$207.3M2026-08-07SEC ↗
Q1 2026
13F-HR58$193.5M2026-05-07SEC ↗
Q4 2025
13F-HR61$204.8M2026-02-09SEC ↗
Q3 2025
13F-HR61$202.6M2025-11-10SEC ↗
Q2 2025
13F-HR60$190.8M2025-08-07SEC ↗
Q1 2025
13F-HR73$214.2M2025-05-09SEC ↗
Q4 2024
13F-HR78$233.5M2025-01-31SEC ↗
Q3 2024
13F-HR78$241.2M2024-11-12SEC ↗
Q2 2024
13F-HR76$227.6M2024-08-09SEC ↗
Q1 2024
13F-HR75$226.1M2024-05-07SEC ↗
Q4 2023
13F-HR72$210.5M2024-01-16SEC ↗
Q3 2023
13F-HR70$190.7M2023-11-07SEC ↗
Q2 2023
13F-HR72$198.8M2023-08-08SEC ↗
Q1 2023
13F-HR72$191.6M2023-05-12SEC ↗
Q4 2022
13F-HR69$178.5M2023-02-01SEC ↗
Q3 2022
13F-HR70$181.1K2022-11-21SEC ↗
Q2 2022
13F-HR65$433.5K2022-08-05SEC ↗
Q1 2022
13F-HR72$549.4K2022-04-21SEC ↗
Q4 2021
13F-HR74$622.8K2022-02-23SEC ↗