Formulate Financial LLCETFConcentrated long-term

CIK: 0002093400 | BOCA RATON, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	26	$95.0M	2026-07-31	SEC ↗
Q1 2026	13F-HR	26	$81.0M	2026-04-29	SEC ↗
Q4 2025	13F-HR	29	$85.3M	2026-02-11	SEC ↗
Q3 2025	13F-HR	26	$80.6M	2025-10-31	SEC ↗