Filing Research | CARL - CARLSMED INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Curated Wealth Partners LLC	Shares	45.0KSH	$53.2K
2	Police & Firemen's Retirement System of New Jersey	Shares	1.3KSH	$13.1K
3	ARMSTRONG ADVISORY GROUP, INC	Shares	1.2KSH	$12.8K
4	EverSource Wealth Advisors, LLC	Shares	207SH	$2.1K
5	Farther Finance Advisors, LLC	Shares	96SH	$1.0K
6	IFP Advisors, Inc	Shares	53SH	$550
7	True Wealth Design, LLC	Shares	52SH	$540
8	Fortitude Family Office, LLC	Shares	30SH	$311
9	SJS Investment Consulting Inc.	Shares	19SH	$198

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

10 / 10 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+45.0K	+$53.2K	$53.2K
2	ARMSTRONG ADVISORY GROUP, INC new	Shares	+1.2K	+$12.8K	$12.8K
3	EverSource Wealth Advisors, LLC new	Shares	+207	+$2.1K	$2.1K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$1.7K	$13.1K
5	Farther Finance Advisors, LLC added	Shares	+94	+$986	$1.0K
6	IFP Advisors, Inc added	Shares	+52	+$541	$550
7	True Wealth Design, LLC added	Shares	+50	+$521	$540
8	Fortitude Family Office, LLC new	Shares	+30	+$311	$311
9	SJS Investment Consulting Inc. new	Shares	+19	+$198	$198
10	GAMMA Investing LLC exited	Shares	-135	-$1.2K	$0

Filing Research | CARL - CARLSMED INC Institutional Holdings