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Global Wealth Strategies & AssociatesETFConcentrated trader

CIK: 0001912297 | DENVER, CO

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR114$545.6M2026-10-02SEC ↗
Q2 2026
13F-HR97$527.6M2026-07-01SEC ↗
Q1 2026
13F-HR543$407.0M2026-04-03SEC ↗
Q4 2025
13F-HR549$401.1M2026-01-02SEC ↗
Q3 2025
13F-HR485$388.9M2025-10-02SEC ↗
Q2 2025
13F-HR378$349.4M2025-07-07SEC ↗
Q1 2025
13F-HR473$330.0M2025-04-02SEC ↗
Q4 2024
13F-HR453$319.6M2025-01-02SEC ↗
Q3 2024
13F-HR373$304.4M2024-10-01SEC ↗
Q2 2024
13F-HR349$278.7M2024-07-02SEC ↗
Q1 2024
13F-HR361$265.9M2024-04-01SEC ↗
Q4 2023
13F-HR345$240.1M2024-01-02SEC ↗
Q3 2023
13F-HR352$214.1M2023-10-20SEC ↗
Q2 2023
13F-HR330$213.0M2023-07-05SEC ↗
Q1 2023
13F-HR360$193.6M2023-04-03SEC ↗
Q4 2022
13F-HR369$172.3M2023-01-17SEC ↗