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Instrumental Wealth, LLCETFConcentrated long-term

CIK: 0001976010 | TAMPA, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR89$206.0M2026-10-20SEC ↗
Q2 2026
13F-HR89$197.5M2026-07-16SEC ↗
Q1 2026
13F-HR73$162.7M2026-04-21SEC ↗
Q4 2025
13F-HR72$166.8M2026-02-27SEC ↗
Q3 2025
13F-HR71$142.6M2025-10-31SEC ↗
Q2 2025
13F-HR59$125.8M2025-07-16SEC ↗
Q1 2025
13F-HR56$110.4M2025-04-28SEC ↗
Q4 2024
13F-HR51$105.7M2025-02-24SEC ↗
Q3 2024
13F-HR46$102.6M2024-10-15SEC ↗
Q2 2024
13F-HR45$96.8M2024-07-26SEC ↗
Q1 2024
13F-HR43$229.7M2024-05-29SEC ↗
Q4 2023
13F-HR41$92.6M2024-01-25SEC ↗
Q3 2023
13F-HR36$85.6M2023-10-18SEC ↗
Q2 2023
13F-HR33$83.2M2023-07-13SEC ↗
Q1 2023
13F-HR27$75.8M2023-05-04SEC ↗