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Cooke Wealth Management, LLCETFConcentrated long-term

CIK: 0002093659 | IRVINE, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR38$119.6M2026-10-13SEC ↗
Q2 2026
13F-HR39$122.1M2026-07-16SEC ↗
Q1 2026
13F-HR37$112.9M2026-04-10SEC ↗
Q4 2025
13F-HR37$114.6M2026-01-21SEC ↗