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Steinberganna Wealth ManagementETFConcentrated trader

CIK: 0002089528 | HUNTINGTON, NY

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR139$232.6M2026-10-23SEC ↗
Q2 2026
13F-HR139$246.0M2026-08-04SEC ↗
Q1 2026
13F-HR132$208.2M2026-04-15SEC ↗
Q4 2025
13F-HR127$213.5M2026-01-26SEC ↗
Q3 2025
13F-HR133$212.6M2025-10-23SEC ↗