Filer · Institutional
Bernardo Wealth PlanningLLC
CIK 0001765595TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q2 202613F-HR
0001765595-26-000003 · filed 2026-07-27
139
positions
Q1 202613F-HR
0001765595-26-000002 · filed 2026-04-15
129
positions
Q4 202513F-HR
0001765595-26-000001 · filed 2026-01-26
127
positions
Q3 202513F-HR
0001765595-25-000007 · filed 2025-10-22
127
positions
Q2 202513F-HR
0001765595-25-000006 · filed 2025-08-13
119
positions
Q1 202513F-HR
0001765595-25-000003 · filed 2025-04-22
113
positions
Q1 202513F-HR/A
0001765595-25-000004 · filed 2025-04-30
113
positions
Q4 202413F-HR
0001765595-25-000001 · filed 2025-01-16
109
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.