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Montgomery Financial Services LLC
ETF
CIK: 0002149844 | OCEAN CITY, MD
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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
370
$121.4M
2026-11-03
SEC ↗
Q2 2026
13F-HR
334
$115.0M
2026-08-12
SEC ↗