Filer · Institutional
Olde Wealth Management,LLC
CIK 0001840760TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 11
Q1 202613F-HR
0001840760-26-000002 · filed 2026-05-12
116
positions
Q4 202513F-HR
0001840760-26-000001 · filed 2026-02-12
116
positions
Q3 202513F-HR
0001840760-25-000005 · filed 2025-11-14
115
positions
Q1 202513F-HR
0001840760-25-000002 · filed 2025-04-29
322
positions
Q4 202413F-HR
0001898296-25-000002 · filed 2025-02-11
115
positions
Q3 202413F-HR
0001898131-24-000003 · filed 2024-11-04
113
positions
Q2 202413F-HR
0001898296-24-000007 · filed 2024-08-09
106
positions
Q1 202413F-HR
0001840760-24-000001 · filed 2024-05-09
43
positions
Q4 202313F-HR
0001898296-24-000003 · filed 2024-01-10
108
positions
Q3 202313F-HR
0001898296-23-000009 · filed 2023-11-02
101
positions
Q2 202313F-HR
0001840760-23-000002 · filed 2023-07-31
101
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.