AdviceOne Advisory Services, LLCCoreConcentrated long-term

CIK: 0001998980 | GLASTONBURY, CT

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	42	$167.6M	2026-10-19	SEC ↗
Q2 2026	13F-HR	45	$177.0M	2026-07-09	SEC ↗
Q1 2026	13F-HR	41	$165.2M	2026-04-13	SEC ↗
Q4 2025	13F-HR	39	$169.2M	2026-01-08	SEC ↗
Q3 2025	13F-HR	35	$150.4M	2025-11-19	SEC ↗
Q2 2025	13F-HR	32	$135.5M	2025-07-25	SEC ↗
Q1 2025	13F-HR	32	$122.5M	2025-06-27	SEC ↗
Q4 2024	13F-HR	30	$112.7M	2025-06-27	SEC ↗