Ridgeline Wealth Planning, LLCETFConcentrated long-term

CIK: 0002013788 | Centerville, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	54	$173.8M	2026-10-29	SEC ↗
Q2 2026	13F-HR	53	$157.8M	2026-07-24	SEC ↗
Q1 2026	13F-HR	51	$136.9M	2026-05-05	SEC ↗
Q4 2025	13F-HR	50	$140.1M	2026-02-03	SEC ↗
Q3 2025	13F-HR	42	$133.1M	2025-10-29	SEC ↗
Q2 2025	13F-HR	37	$121.5M	2025-07-24	SEC ↗
Q1 2025	13F-HR	35	$101.8M	2025-04-30	SEC ↗
Q4 2024	13F-HR	37	$104.5M	2025-01-29	SEC ↗