Kaufman Rossin Wealth, LLCETFConcentrated trader

CIK: 0002049750 | Miami, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	180	$247.1M	2026-10-19	SEC ↗
Q2 2026	13F-HR	112	$211.1M	2026-07-16	SEC ↗
Q1 2026	13F-HR	98	$174.5M	2026-04-17	SEC ↗
Q4 2025	13F-HR	157	$192.0M	2026-01-14	SEC ↗
Q3 2025	13F-HR	155	$182.7M	2025-10-14	SEC ↗
Q2 2025	13F-HR	139	$158.0M	2025-07-11	SEC ↗
Q1 2025	13F-HR	150	$139.9M	2025-05-14	SEC ↗
Q4 2024	13F-HR	37	$97.2M	2025-01-23	SEC ↗