Q1 2026 13F Detailed Holdings
-
Location
-
Wakefield, MA
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Holdings as of
-
3/31/2026
-
Value ($000)
-
$9,018,945
-
Num holdings
-
2,195
-
Date filed
-
5/15/2026
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Form type
-
13F-HR
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Next filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
NewEdge Wealth, LLC |
028-21205 |
| 2 |
ARK Investment Management LLC |
028-17768 |
| 3 |
NewEdge Advisors, LLC |
028-16626 |
| 4 |
World Investment Advisors |
028-19391 |
| 5 |
ELEVATION POINT WEALTH PARTNERS, LLC |
028-18840 |