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Carbahal Olsen Financial Services Group, LLCETFConcentrated long-term

CIK: 0002052538 | DAVIS, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR40$144.0M2026-08-14SEC ↗
Q1 2026
13F-HR37$125.1M2026-05-11SEC ↗
Q4 2025
13F-HR42$130.3M2026-02-02SEC ↗
Q3 2025
13F-HR37$124.6M2025-11-05SEC ↗
Q2 2025
13F-HR36$117.3M2025-07-25SEC ↗
Q1 2025
13F-HR34$105.3M2025-05-06SEC ↗
Q4 2024
13F-HR34$108.4M2025-02-13SEC ↗