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Pearl Planning LLCETFConcentrated trader

CIK: 0002100519 | DEXTER, MI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR61$241.0M2026-10-13SEC ↗
Q2 2026
13F-HR58$217.4M2026-07-21SEC ↗
Q1 2026
13F-HR52$187.1M2026-04-30SEC ↗
Q4 2025
13F-HR52$163.5M2026-02-03SEC ↗