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Hillcrest Wealth Advisors - NY, LLC → DBA

Hillcrest Wealth Advisors - NY, LLC DBA Position History

Invesco DB Agriculture Fund • Basic Materials

Quarters held
4
Latest value
$321K
Q3 2026
Peak value
$321K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$291K
Q1 2026$311K
Q2 2026$304K
Q3 2026$321K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$321K11.4K——
Q2 2026$304K11.4K——
Q1 2026$311K11.4K——
Q4 2025$291K11.4K——

Other funds holding DBA

Other Hillcrest Wealth Advisors - NY, LLC positions

VGES

VANGUARD INDEX FDS

$68M
VGES

VANGUARD INDEX FDS

$66.5M
VGES

VANGUARD INDEX FDS

$58.1M
VGES

VANGUARD INDEX FDS

$58M
ETHA

ISHARES TR

$24.9M
ETHA

ISHARES TR

$23.7M
VGES

VANGUARD TAX-MANAGED FDS

$21.4M
VGES

VANGUARD TAX-MANAGED FDS

$20.9M
Hillcrest Wealth Advisors - NY, LLC DBA Holdings: 13F Position History | Track13F