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McCarley & Cook Financial PlannersETFConcentrated trader

CIK: 0002159252 | CINCINNATI, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR275$131.9M2026-10-21SEC ↗
Q2 2026
13F-HR262$128.9M2026-10-21SEC ↗
Q1 2026
13F-HR277$115.7M2026-10-21SEC ↗
Q4 2025
13F-HR294$110.8M2026-10-21SEC ↗