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David Wealth Management LLC

CIK: 0002042337

Q1 2025 vs Q2 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2025
13F-HR55$134.3M2025-07-22SEC ↗
Q1 2025
13F-HR49$119.5M2025-04-16SEC ↗
Q4 2024
13F-HR48$121.1M2025-01-29SEC ↗