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Koenig Investment Advisory, LLC
ETF
Concentrated long-term
CIK: 0002114481 | ASHLAND, OR
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
38
$136.6M
2026-10-09
SEC ↗
Q2 2026
13F-HR
37
$128.7M
2026-07-16
SEC ↗
Q1 2026
13F-HR
36
$117.7M
2026-04-16
SEC ↗
Q4 2025
13F-HR
37
$123.3M
2026-03-03
SEC ↗