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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

SRC holding history

Spirit Realty Capital, Inc. in every 13F filed by ERTS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRC overviewAll 13F holders of SRCFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of SRC by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,479−100.0%Sold outHolders
Q2 20235,479$215.8K0.1%+181+3.4%AddedHolders
Q1 20235,298$211.1K0.1%−81−1.5%ReducedHolders
Q4 20225,379$214.8K0.1%−787−12.8%ReducedHolders
Q3 20226,166$223.0K0.1%+111+1.8%AddedHolders
Q2 20226,055$229.0K0.1%+6,055NewHolders