Sherwood Financial Partners, LLCETFConcentrated long-term

CIK: 0002056427 | WESTLAKE VILLAGE, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	8	$124.2M	2026-08-13	SEC ↗
Q1 2026	13F-HR	8	$113.1M	2026-05-11	SEC ↗
Q4 2025	13F-HR	8	$116.0M	2026-02-18	SEC ↗
Q3 2025	13F-HR	9	$114.6M	2025-10-30	SEC ↗
Q2 2025	13F-HR	8	$109.1M	2025-08-12	SEC ↗
Q1 2025	13F-HR	8	$103.0M	2025-05-13	SEC ↗
Q4 2024	13F-HR	7	$100.8M	2025-02-18	SEC ↗