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HighRoad Wealth Advisors, LLC
ETF
Concentrated long-term
CIK: 0002079807 | COOS BAY, OR
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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
39
$119.7M
2026-10-14
SEC ↗
Q2 2026
13F-HR
38
$118.6M
2026-07-21
SEC ↗
Q1 2026
13F-HR
37
$102.4M
2026-04-15
SEC ↗
Q4 2025
13F-HR
35
$104.7M
2026-01-27
SEC ↗