Hillcrest Wealth Advisors - NY, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $290,928 | 11,400 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $305,064 | 11,400 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $298,110 | 11,400 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $300,276 | 11,400 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $303,126 | 11,400 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $297,426 | 11,400 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $271,320 | 11,400 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $282,264 | 11,400 | Shares | Sole | 2024-04-11 |