PUREfi Wealth, LLCGrowthConcentrated trader

CIK: 0002001520 | BOSTON, MA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	228	$214.0M	2026-10-19	SEC ↗
Q2 2026	13F-HR	208	$182.1M	2026-07-27	SEC ↗
Q1 2026	13F-HR	188	$152.6M	2026-04-28	SEC ↗
Q4 2025	13F-HR	164	$130.5M	2026-01-12	SEC ↗
Q3 2025	13F-HR	165	$129.9M	2025-10-21	SEC ↗
Q2 2025	13F-HR	156	$125.1M	2025-07-22	SEC ↗
Q1 2025	13F-HR	137	$100.0M	2025-04-21	SEC ↗
Q4 2024	13F-HR	152	$102.2M	2025-01-30	SEC ↗