Turn8 Private Wealth Inc.

All 13F Filings

Location
Pointe Claire, A8
Most recent 13F
Q4 2025
Holdings value ($000)
139,546
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 46 139,546 13F-HR Turn8 Private Wealth Inc.
Q3 2025 11/7/2025 44 139,305 13F-HR Turn8 Private Wealth Inc.
Q2 2025 8/8/2025 44 138,463 13F-HR Turn8 Private Wealth Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 99.43 K 71.3% 383 0 383
ETFs 40.11 K 28.7% 0 141 -141
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
139,546
Holdings
46
QoQ value change ($000)
241 (0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.