SpringVest Wealth Management LLCETFConcentrated long-term

CIK: 0002058986 | DALLAS, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	81	$163.9M	2026-10-27	SEC ↗
Q2 2026	13F-HR	74	$159.0M	2026-07-22	SEC ↗
Q1 2026	13F-HR	67	$146.4M	2026-04-21	SEC ↗
Q4 2025	13F-HR	73	$143.5M	2026-01-23	SEC ↗
Q3 2025	13F-HR	65	$136.0M	2025-11-05	SEC ↗
Q2 2025	13F-HR	61	$123.5M	2025-07-23	SEC ↗
Q1 2025	13F-HR	56	$120.6M	2025-05-06	SEC ↗
Q4 2024	13F-HR	53	$116.7M	2025-03-10	SEC ↗