Ball & Co Wealth Management Inc.ETFConcentrated trader

CIK: 0002057075 | FRANKLIN, TN

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	74	$129.6M	2026-07-31	SEC ↗
Q1 2026	13F-HR	80	$24.2M	2026-05-01	SEC ↗
Q4 2025	13F-HR	78	$18.5M	2026-01-23	SEC ↗
Q3 2025	13F-HR	89	$21.0M	2025-10-24	SEC ↗
Q2 2025	13F-HR	74	$19.4M	2025-07-25	SEC ↗
Q1 2025	13F-HR	71	$24.7M	2025-05-09	SEC ↗
Q4 2024	13F-HR	75	$26.3M	2025-02-20	SEC ↗