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QP Wealth Management, LLC

SEC CIK
0001802496
Latest filing
Jul 20, 2026

REFI holding history

Chicago Atlantic Real Estate Finance, Inc. in every 13F filed by QP Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

REFI overviewAll 13F holders of REFIFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of REFI by QP Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−58,738−100.0%Sold outHolders
Q4 202258,738$885.2K1.4%+58,738NewHolders