Turn8 Private Wealth Inc.

All 13F Filings

Location
Pointe Claire, A8
Most recent 13F
Q2 2026
Holdings value ($000)
149,870
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/3/2026 54 149,870 13F-HR Turn8 Private Wealth Inc.
Q1 2026 4/27/2026 51 160,036 13F-HR Turn8 Private Wealth Inc.
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 103.5 K 69.1% 3.278 K 0 3.278 K
ETFs 46.34 K 30.9% 0 13.45 K -13.45 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
149,870
Holdings
54
QoQ value change ($000)
-10,166 (-6.4%)
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.