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Pathway Wealth Management LLCAggressive GrowthConcentrated long-term

CIK: 0002135623 | DALLAS, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR30$149.5M2026-10-19SEC ↗
Q2 2026
13F-HR31$143.4M2026-07-20SEC ↗
Q1 2026
13F-HR30$105.8M2026-05-20SEC ↗
Q4 2025
13F-HR29$109.7M2026-05-20SEC ↗