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Smith Partners Wealth Management, LLCETFConcentrated trader

CIK: 0002111036 | GREENSBORO, NC

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR73$125.8M2026-08-10SEC ↗
Q1 2026
13F-HR76$111.6M2026-05-11SEC ↗
Q4 2025
13F-HR78$108.7M2026-02-13SEC ↗