⏳
Showing Q1 2023 data
HedgeTrack has imported Q4 2025 data overall, but HARVEST GROUP WEALTH MANAGEMENT, LLC's latest available filing here is Q1 2023.
HARVEST GROUP WEALTH MANAGEMENT, LLC
•CIK: 1694461•Filing: Q1 2023
HARVEST GROUP WEALTH MANAGEMENT, LLC is an institutional investment manager. The fund manages $161 million across 189 positions in a diversified portfolio.
Total AUM
$160.9M
+ $250 in options
QoQ Performance
N/A
Positions
188
+ 1 option
Top 10 Concentration
0.0%
Latest Filing
Q1 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q1 2023Q4 2022