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Highland Financial Advisors, LLCETFConcentrated long-term

CIK: 0001939237 | WAYNE, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR82$469.4M2026-10-19SEC ↗
Q2 2026
13F-HR73$454.6M2026-07-09SEC ↗
Q1 2026
13F-HR67$378.7M2026-04-21SEC ↗
Q4 2025
13F-HR66$360.7M2026-01-23SEC ↗
Q3 2025
13F-HR58$348.8M2025-10-22SEC ↗
Q2 2025
13F-HR54$311.5M2025-07-15SEC ↗
Q1 2025
13F-HR53$279.6M2025-04-08SEC ↗
Q4 2024
13F-HR57$71.5M2025-01-30SEC ↗
Q3 2024
13F-HR52$70.0M2024-10-30SEC ↗
Q2 2024
13F-HR54$63.7M2024-07-17SEC ↗
Q1 2024
13F-HR54$54.1M2024-05-06SEC ↗
Q4 2023
13F-HR54$49.1M2024-01-18SEC ↗
Q3 2023
13F-HR44$48.7M2023-10-25SEC ↗
Q2 2023
13F-HR44$48.9M2023-07-13SEC ↗
Q1 2023
13F-HR44$42.4M2023-04-17SEC ↗
Q4 2022
13F-HR45$39.9M2023-02-08SEC ↗
Q3 2022
13F-HR55$33.1M2022-11-15SEC ↗
Q2 2022
13F-HR48$32.7M2022-08-04SEC ↗