LiftPoint Family Wealth Advisors LLCETFConcentrated trader

CIK: 0002110810 | FAR HILLS, NJ

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	65	$148.6M	2026-11-03	SEC ↗
Q2 2026	13F-HR	69	$147.6M	2026-08-05	SEC ↗
Q1 2026	13F-HR	56	$120.8M	2026-04-29	SEC ↗
Q4 2025	13F-HR	53	$117.1M	2026-02-13	SEC ↗