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Shrier Wealth Management, LLC
Core
Concentrated long-term
CIK: 0002075389 | LOS ANGELES, CA
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
133
$297.6M
2026-10-20
SEC ↗
Q2 2026
13F-HR
134
$296.5M
2026-07-09
SEC ↗
Q1 2026
13F-HR
131
$273.6M
2026-04-14
SEC ↗
Q4 2025
13F-HR
126
$253.9M
2026-01-15
SEC ↗