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Sherman Wealth Management LLCETFConcentrated long-term

CIK: 0002096110 | GAITHERSBURG, MD

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026Amended
13F-HR/A84$132.8M2026-10-13SEC ↗
Q2 2026
13F-HR84$132.8M2026-07-09SEC ↗
Q1 2026
13F-HR80$116.4M2026-04-13SEC ↗
Q4 2025Amended
13F-HR/A66$100.1M2026-01-14SEC ↗