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Aegis Wealth Management, Inc.
ETF
Concentrated trader
CIK: 0002096565 | Guthrie Center, IA
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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
196
$169.5M
2026-10-26
SEC ↗
Q2 2026
13F-HR
183
$154.9M
2026-07-16
SEC ↗
Q1 2026
13F-HR
162
$127.3M
2026-04-20
SEC ↗
Q4 2025
13F-HR
146
$127.3M
2026-02-05
SEC ↗