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WMG Financial Advisors, LLCETFConcentrated trader

CIK: 0001906711 | Knoxville, TN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR187$265.4M2026-10-28SEC ↗
Q2 2026
13F-HR187$265.4M2026-07-23SEC ↗
Q1 2026
13F-HR177$239.7M2026-04-23SEC ↗
Q4 2025
13F-HR197$242.8M2026-01-28SEC ↗
Q3 2025
13F-HR336$299.8M2025-10-23SEC ↗
Q2 2025
13F-HR305$270.2M2025-07-24SEC ↗
Q1 2025
13F-HR279$235.1M2025-05-06SEC ↗
Q4 2024
13F-HR272$232.3M2025-02-06SEC ↗
Q3 2024
13F-HR277$221.4M2024-10-31SEC ↗
Q2 2024
13F-HR245$189.0M2024-07-30SEC ↗
Q1 2024
13F-HR230$174.7M2024-05-07SEC ↗
Q4 2023
13F-HR150$153.3M2024-02-08SEC ↗
Q3 2023
13F-HR113$117.7M2023-11-14SEC ↗
Q2 2023
13F-HR148$135.9M2023-08-03SEC ↗
Q1 2023
13F-HR145$120.7M2023-04-18SEC ↗
Q4 2022
13F-HR165$117.5M2023-02-10SEC ↗
Q3 2022
13F-HR173$23.8M2022-10-18SEC ↗
Q2 2022
13F-HR177$22.2M2022-08-08SEC ↗
Q1 2022Amended
13F-HR/A172$22.8M2022-04-18SEC ↗
Q4 2021
13F-HR209$19.2M2022-02-14SEC ↗