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Manager record

Steinberganna Wealth Management

Huntington, NY · CIK 2089528 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$232.60MReported 13F valueQ3 2026 · as filed
139Holdings listed
-5.4%vs prior quartervalue change includes market moves
5Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $212.6M$212.6MQ3 2025133 holdingsQ4 2025: $213.5M$213.5MQ4 2025127 holdingsQ1 2026: $208.2M$208.2MQ1 2026132 holdingsQ2 2026: $246.0M$246.0MQ2 2026139 holdingsQ3 2026: $232.6M$232.6MQ3 2026139 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$232.60M · 139 holdings listed · View original SEC filing ↗
Aug 04 2026 13F-HR · period Q2 2026

$245.99M · 139 holdings listed · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$208.20M · 132 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$213.47M · 127 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$212.60M · 133 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology