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Virginia Estate & Retirement Planning Advisors Inc.ETFConcentrated trader

CIK: 0002115327 | GLEN ALLEN, VA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR225$79.1M2026-10-14SEC ↗
Q2 2026
13F-HR186$83.0M2026-07-28SEC ↗
Q1 2026
13F-HR159$57.2M2026-05-12SEC ↗