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Leverty Financial Group, LLCETFConcentrated long-term

CIK: 0001908386 | HUDSON, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR48$548.5M2026-10-08SEC ↗
Q2 2026
13F-HR49$514.1M2026-07-10SEC ↗
Q1 2026
13F-HR44$452.0M2026-04-09SEC ↗
Q4 2025
13F-HR49$418.1M2026-01-09SEC ↗
Q3 2025
13F-HR44$385.2M2025-10-08SEC ↗
Q2 2025
13F-HR44$335.0M2025-07-17SEC ↗
Q1 2025
13F-HR43$244.6M2025-04-10SEC ↗
Q4 2024
13F-HR38$196.5M2025-01-24SEC ↗
Q3 2024
13F-HR36$183.0M2024-10-16SEC ↗
Q2 2024
13F-HR33$169.0M2024-07-15SEC ↗
Q1 2024
13F-HR33$167.6M2024-04-23SEC ↗
Q4 2023
13F-HR34$157.7M2024-01-10SEC ↗
Q3 2023
13F-HR30$137.7M2023-10-18SEC ↗
Q2 2023
13F-HR28$137.2M2023-07-27SEC ↗
Q1 2023Amended
13F-HR/A27$127.3M2023-04-21SEC ↗
Q4 2022
13F-HR29$116.9M2023-01-30SEC ↗
Q3 2022
13F-HR24$103.4K2022-10-20SEC ↗
Q2 2022
13F-HR23$107.3K2022-07-18SEC ↗
Q1 2022
13F-HR24$178.7K2022-04-20SEC ↗
Q4 2021
13F-HR134$235.6K2022-02-09SEC ↗