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Andrews, Lucia Wealth Management LLCETF

CIK: 0001906227 | DANVILLE, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR34$181.7M2026-11-02SEC ↗
Q2 2026
13F-HR39$191.1M2026-07-20SEC ↗
Q1 2026
13F-HR35$167.3M2026-04-15SEC ↗
Q4 2025
13F-HR33$168.2M2026-01-26SEC ↗
Q3 2025
13F-HR32$166.0M2025-10-08SEC ↗
Q2 2025
13F-HR28$153.9M2025-07-11SEC ↗
Q1 2025
13F-HR27$148.9M2025-04-21SEC ↗
Q4 2024
13F-HR26$149.7M2025-01-15SEC ↗
Q3 2024
13F-HR27$141.1M2024-10-11SEC ↗
Q2 2024
13F-HR27$143.1M2024-07-25SEC ↗
Q1 2024
13F-HR27$140.4M2024-05-14SEC ↗
Q4 2023
13F-HR28$129.6M2024-02-09SEC ↗
Q3 2023
13F-HR26$116.3M2023-11-02SEC ↗
Q2 2023
13F-HR26$120.3M2023-08-04SEC ↗
Q1 2023
13F-HR24$112.9M2023-05-04SEC ↗
Q4 2022
13F-HR25$107.5M2023-02-14SEC ↗
Q3 2022
13F-HR23$94.9K2022-11-01SEC ↗
Q2 2022
13F-HR18$105.7K2022-07-28SEC ↗
Q1 2022
13F-HR19$111.6K2022-04-21SEC ↗
Q4 2021
13F-HR19$110.4K2022-02-04SEC ↗