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Parkshore Wealth Management, Inc.ETFConcentrated long-term

CIK: 0002024251 | Granite Bay, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR69$393.6M2026-10-13SEC ↗
Q2 2026
13F-HR72$348.2M2026-08-07SEC ↗
Q1 2026
13F-HR69$299.1M2026-05-13SEC ↗
Q4 2025
13F-HR69$266.4M2026-02-09SEC ↗
Q3 2025
13F-HR68$245.4M2025-11-14SEC ↗
Q2 2025
13F-HR64$204.6M2025-07-14SEC ↗
Q1 2025
13F-HR62$172.0M2025-05-29SEC ↗
Q4 2024
13F-HR67$166.3M2025-02-14SEC ↗