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Stone Loft Wealth Management LLCETFConcentrated long-term

CIK: 0002130930 | WEST CHESTER, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR29$192.8M2026-11-03SEC ↗
Q2 2026
13F-HR31$175.8M2026-07-24SEC ↗
Q1 2026
13F-HR29$139.9M2026-05-08SEC ↗
Q4 2025
13F-HR24$106.6M2026-05-26SEC ↗