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Mittelman Wealth ManagementETFConcentrated trader

CIK: 0002021464 | ANDOVER, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR53$151.2M2026-08-07SEC ↗
Q1 2026
13F-HR52$160.4M2026-05-15SEC ↗
Q4 2025
13F-HR43$153.9M2026-02-17SEC ↗
Q3 2025
13F-HR41$152.7M2025-11-17SEC ↗
Q2 2025
13F-HR38$118.5M2025-08-08SEC ↗
Q1 2025
13F-HR33$110.8M2025-05-15SEC ↗
Q4 2024
13F-HR31$107.5M2025-02-18SEC ↗
Q3 2024
13F-HR28$176.0M2024-11-18SEC ↗
Q2 2024
13F-HR72$154.3M2024-08-12SEC ↗
Q1 2024
13F-HR64$147.6M2024-05-06SEC ↗