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Flatrock Wealth Partners LLC
ETF
Concentrated trader
CIK: 0002130067 | NEWPORT BEACH, CA
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
173
$254.6M
2026-08-14
SEC ↗
Q1 2026
13F-HR
166
$222.3M
2026-04-29
SEC ↗
Q4 2025
Amended
13F-HR/A
166
$222.3M
2026-05-26
SEC ↗