RF&L WEALTH MANAGEMENT LLC — 13F Briefs

One brief for each quarterly Form 13F the fund filed with the SEC, newest first.

Quarter Quarter ended Filed Reported positions
Q3 2026 13F Brief Sep 30, 2026 Oct 20, 2026 51
Q2 2026 13F Brief Jun 30, 2026 Jul 22, 2026 50
Q1 2026 13F Brief Mar 31, 2026 Apr 14, 2026 52
Q4 2025 13F Brief Dec 31, 2025 Jan 9, 2026 62
Q3 2025 13F Brief Sep 30, 2025 Oct 8, 2025 60
Q2 2025 13F Brief Jun 30, 2025 Jul 7, 2025 59
Q1 2025 13F Brief Mar 31, 2025 Apr 21, 2025 58
Q4 2024 13F Brief Dec 31, 2024 Jan 15, 2025 57
Q3 2024 13F Brief Sep 30, 2024 Oct 16, 2024 58
Q2 2024 13F Brief Jun 30, 2024 Jul 19, 2024 56
Q1 2024 13F Brief Mar 31, 2024 Apr 30, 2024 56
Q4 2023 13F Brief Dec 31, 2023 Feb 14, 2024 55
Q3 2023 13F Brief Sep 30, 2023 Nov 2, 2023 53
Q2 2023 13F Brief Jun 30, 2023 Jul 27, 2023 52
Q1 2023 13F Brief Mar 31, 2023 May 4, 2023 50
Q4 2022 13F Brief Dec 31, 2022 Feb 14, 2023 47

Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled

FilingExplorer is not affiliated with, sponsored by, or endorsed by RF&L WEALTH MANAGEMENT LLC. Data is compiled from public SEC filings.