Filer · Institutional
Daner Wealth Management,LLC
CIK 0001956649TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 5
Q1 202613F-HR
0001956649-26-000002 · filed 2026-05-13
88
positions
Q4 202513F-HR
0001956649-26-000001 · filed 2026-02-11
93
positions
Q3 202513F-HR
0001956649-25-000006 · filed 2025-10-21
98
positions
Q2 202513F-HR
0001956649-25-000004 · filed 2025-08-13
81
positions
Q4 202413F-HR
0001956649-25-000002 · filed 2025-02-04
56
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.