SEC 13F Intelligence

Olde Wealth Management, LLC / GARP

Olde Wealth Management, LLC’s Ishares Tr Position

Does Olde Wealth Management, LLC own Ishares Tr (GARP)? Yes — 151.1K shares worth $10M (+3.06% of its 13F portfolio) as of Q1 2026, up from 147.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
151.1K
% of Portfolio
+3.06%
Quarters Held
4
currently held

Position History GARP

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026151.1K$10M+3.06%
Q4 2025147.7K$10M+3.09%
Q3 2025145.0K$10M+3.06%
Q1 2025102.7K$5M+1.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of GARP.