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Platt Wealth Management LLCGrowthConcentrated long-term

CIK: 0002109497 | SAN DIEGO, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR64$81.2M2026-11-04SEC ↗
Q2 2026
13F-HR57$123.1M2026-08-03SEC ↗
Q1 2026
13F-HR50$48.7M2026-05-01SEC ↗
Q4 2025
13F-HR44$43.9M2026-02-06SEC ↗