Vestwell Advisors, LLC: 13F holdings
CIK 20814742026Q2
| Positions | 26 |
|---|---|
| Reported value | $417.8m |
| Filed | 2026-08-14 |
Change since last quarter
| Positions | 26 (-5 vs prior quarter) |
|---|---|
| Reported value | $417.8m (+14.4%) |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2081474")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.