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Approach Retirement Advisors, LLC
ETF
Concentrated long-term
CIK: 0002106948 | VESTAVIA, AL
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
80
$135.4M
2026-10-22
SEC ↗
Q2 2026
13F-HR
82
$137.7M
2026-07-15
SEC ↗
Q1 2026
13F-HR
79
$120.2M
2026-04-14
SEC ↗
Q4 2025
13F-HR
78
$116.1M
2026-01-29
SEC ↗