Wellment FinancialETFConcentrated trader

CIK: 0001940000 | ELMHURST, IL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	39	$92.9M	2026-10-28	SEC ↗
Q2 2026	13F-HR	37	$87.8M	2026-07-23	SEC ↗
Q1 2026	13F-HR	38	$80.8M	2026-04-28	SEC ↗
Q4 2025	13F-HR	38	$85.1M	2026-01-27	SEC ↗
Q3 2025	13F-HR	34	$84.5M	2025-10-29	SEC ↗
Q2 2025	13F-HR	35	$77.9M	2025-07-31	SEC ↗
Q1 2025	13F-HR	39	$75.8M	2025-04-28	SEC ↗
Q4 2024	13F-HR	41	$79.6M	2025-01-29	SEC ↗