Number of Shares
1,779
Previous 1,745 1.95%
Holding current value
$305 Million
Previous $234 Million 30.33%
% of portfolio
0.19%
Previous 0.15%

Shares

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

Jan 12, 2026

BUY
N/A
34 Added 1.95%
1,779 $305 Million
Q3 2025

Oct 09, 2025

BUY
N/A
1,745 New
1,745 $234 Million
Track This Portfolio

Track Breakthru Advisory Services, LLC Portfolio

Follow Breakthru Advisory Services, LLC 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 Breakthru Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Breakthru Advisory Services, LLC with notifications on news.