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Briggs Wealth Management, IncETFConcentrated long-term

CIK: 0002109156 | GLASTONBURY, CT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR62$113.5M2026-10-26SEC ↗
Q2 2026
13F-HR61$109.5M2026-08-06SEC ↗
Q1 2026
13F-HR58$94.3M2026-05-15SEC ↗
Q4 2025
13F-HR54$93.0M2026-02-19SEC ↗