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Filing analysis

Sard Wealth Management Group, Llc

13F-HR · period Q4 2025 · filed Jan 08, 2026

View original SEC filing ↗ Manager record

$182.21MReported 13F value

58Positions

Position-level analysis covers the tracked universe; this filer's documents are indexed and linked, and its filing history is on the manager page.

Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.