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Fidelis Wealth Advisors LLCETFConcentrated trader

CIK: 0002010051 | CASTLE ROCK, CO

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026Amended
13F-HR/A26$66.8M2026-08-12SEC ↗
Q1 2026
13F-HR11$68.7M2026-05-12SEC ↗
Q4 2025
13F-HR11$69.0M2026-02-13SEC ↗