Instrumental Wealth, LLC
- SEC CIK
- 0001976010
- Latest filing
- Jul 16, 2026
SLDE holding history
Slide Insurance Holdings, Inc. in every 13F filed by Instrumental Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SLDE overviewAll 13F holders of SLDEFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −14,705−100.0% | Sold out | Holders |
| Q1 2026 | 14,705 | $264.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 14,705 | $287.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 14,705 | $232.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 14,705 | $272.5K | 0.2% | +14,705 | New | Holders |