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BFI Wealth Solutions, LLCETFConcentrated trader

CIK: 0002110651 | DALLAS, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR84$145.9M2026-10-16SEC ↗
Q2 2026
13F-HR82$135.0M2026-08-07SEC ↗
Q1 2026
13F-HR75$104.3M2026-05-15SEC ↗
Q4 2025
13F-HR73$105.0M2026-02-19SEC ↗