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Sard Wealth Management Group, LLCETFConcentrated long-term

CIK: 0002010095 | ATLANTA, GA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR65$249.6M2026-10-16SEC ↗
Q2 2026
13F-HR61$209.1M2026-08-12SEC ↗
Q1 2026
13F-HR60$183.9M2026-04-10SEC ↗
Q4 2025
13F-HR58$182.2M2026-01-08SEC ↗
Q3 2025
13F-HR54$175.3M2025-10-17SEC ↗
Q2 2025
13F-HR48$162.2M2025-07-09SEC ↗
Q1 2025
13F-HR48$149.2M2025-04-11SEC ↗
Q4 2024
13F-HR46$148.9M2025-01-15SEC ↗
Q3 2024
13F-HR46$151.3M2024-10-17SEC ↗
Q2 2024
13F-HR45$142.4M2024-07-15SEC ↗
Q1 2024
13F-HR41$110.7M2024-04-15SEC ↗
Q4 2023
13F-HR42$99.1M2024-02-12SEC ↗