Number of Shares
2,821
Previous 2,320 21.59%
Holding current value
$225 Million
Previous $232 Million 2.92%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026

BUY
N/A
501 Added 21.59%
2,821 $225 Million
Q3 2025

Oct 14, 2025

SELL
N/A
-235 Reduced 9.2%
2,320 $232 Million
Q2 2025

Jul 11, 2025

BUY
N/A
2,555 New
2,555 $240 Million
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.