Filing Research | BARK - BARK INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Curated Wealth Partners LLC	Shares	20.0KSH	$21.6K
2	EverSource Wealth Advisors, LLC	Shares	146SH	$1.5K
3	GAMMA Investing LLC	Shares	129SH	$1.3K
4	CGC Financial Services, LLC	Shares	87SH	$868
5	True Wealth Design, LLC	Shares	52SH	$519
6	IFP Advisors, Inc	Shares	35SH	$349
7	Farther Finance Advisors, LLC	Shares	24SH	$236
8	SJS Investment Consulting Inc.	Shares	15SH	$150
9	Fortitude Family Office, LLC	Shares	12SH	$120
10	TSFG, LLC	Shares	15SH	$0

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+20.0K	+$21.6K	$21.6K
2	GAMMA Investing LLC new	Shares	+129	+$1.3K	$1.3K
3	True Wealth Design, LLC new	Shares	+52	+$519	$519
4	IFP Advisors, Inc new	Shares	+35	+$349	$349
5	EverSource Wealth Advisors, LLC trimmed	Shares	-2.4K	+$171	$1.5K
6	Farther Finance Advisors, LLC added	Shares	+16	+$152	$236
7	SJS Investment Consulting Inc. new	Shares	+15	+$150	$150
8	Fortitude Family Office, LLC new	Shares	+12	+$120	$120
9	TSFG, LLC new	Shares	+15	$0	$0
10	SBI Securities Co., Ltd. exited	Shares	-4	-$2	$0
11	CGC Financial Services, LLC trimmed	Shares	-1.7K	-$18	$868

Filing Research | BARK - BARK INC Institutional Holdings