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Platform Wealth Management, LLCCore

CIK: 0002110622 | HOLLADAY, UT

Q4 2025 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR57$273.3M2026-08-11SEC ↗
Q4 2025
13F-HR82$376.1M2026-02-11SEC ↗