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Paul R. Ried Financial Group, LLCETFConcentrated long-term

CIK: 0002033053 | BELLEVUE, WA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR47$228.9M2026-07-07SEC ↗
Q1 2026
13F-HR41$215.1M2026-05-07SEC ↗
Q4 2025
13F-HR41$211.8M2026-02-06SEC ↗
Q3 2025
13F-HR35$197.7M2025-11-17SEC ↗
Q2 2025
13F-HR33$165.3M2025-08-11SEC ↗
Q1 2025
13F-HR29$143.6M2025-04-29SEC ↗
Q4 2024
13F-HR30$142.6M2025-01-24SEC ↗