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Integrity Wealth Advisors, Inc.ETFConcentrated trader

CIK: 0001951908 | Ventura, CA

Q1 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR77$193.5M2026-10-29SEC ↗
Q1 2026
13F-HR73$167.7M2026-05-14SEC ↗
Q4 2025
13F-HR77$146.8M2026-02-17SEC ↗
Q3 2025
13F-HR78$278.8M2025-11-14SEC ↗
Q2 2025
13F-HR64$143.1M2025-08-14SEC ↗
Q1 2025
13F-HR60$136.5M2025-06-02SEC ↗
Q4 2024
13F-HR67$137.2M2025-02-13SEC ↗