ADG Wealth Management Group, LLCETFConcentrated long-term

CIK: 0002053824 | METAIRIE, LA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	40	$160.7M	2026-10-23	SEC ↗
Q2 2026	13F-HR	41	$157.5M	2026-07-27	SEC ↗
Q1 2026	13F-HR	51	$144.7M	2026-04-21	SEC ↗
Q4 2025	13F-HR	41	$132.0M	2026-01-15	SEC ↗
Q3 2025	13F-HR	30	$125.8M	2025-10-14	SEC ↗
Q2 2025	13F-HR	28	$117.5M	2025-08-05	SEC ↗
Q1 2025	13F-HR	25	$106.0M	2025-05-01	SEC ↗
Q4 2024	13F-HR	28	$112.6M	2025-02-05	SEC ↗