Bernardo Wealth Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Bernardo Wealth Planning going back to Feb. 14, 2019
- Bernardo Wealth Planning 2024 Q3 - filed Oct. 18, 2024 - new!
- Bernardo Wealth Planning 2024 Q2 - filed July 10, 2024
- Bernardo Wealth Planning 2024 Q1 - filed May 7, 2024
- Bernardo Wealth Planning 2023 Q4 - filed Jan. 25, 2024
- Bernardo Wealth Planning 2023 Q3 - filed Oct. 30, 2023
- Bernardo Wealth Planning 2023 Q2 - filed July 21, 2023
- Bernardo Wealth Planning 2023 Q1 - filed May 5, 2023
- Bernardo Wealth Planning 2022 Q4 - filed Jan. 30, 2023
- Bernardo Wealth Planning 2022 Q3 - filed Oct. 24, 2022
- Bernardo Wealth Planning 2022 Q2 - filed July 29, 2022
- Bernardo Wealth Planning 2022 Q1 restated - filed May 6, 2022
- Bernardo Wealth Planning 2022 Q1 - filed April 28, 2022
- Bernardo Wealth Planning 2021 Q4 - filed Jan. 27, 2022
- Bernardo Wealth Planning 2021 Q3 - filed Oct. 15, 2021
- Bernardo Wealth Planning 2021 Q2 - filed July 30, 2021
- Bernardo Wealth Planning 2021 Q1 - filed April 23, 2021
- Bernardo Wealth Planning 2020 Q4 - filed Feb. 1, 2021
- Bernardo Wealth Planning 2020 Q3 - filed Oct. 23, 2020
- Bernardo Wealth Planning 2020 Q2 - filed Aug. 3, 2020
- Bernardo Wealth Planning 2020 Q1 - filed May 1, 2020
- Bernardo Wealth Planning 2019 Q4 - filed Feb. 10, 2020
- Bernardo Wealth Planning 2019 Q3 - filed Nov. 4, 2019
- Bernardo Wealth Planning 2019 Q2 restated - filed Sept. 5, 2019
- Bernardo Wealth Planning 2019 Q2 - filed Aug. 13, 2019
- Bernardo Wealth Planning 2019 Q1 - filed May 8, 2019
- Bernardo Wealth Planning 2018 Q4 - filed Feb. 14, 2019