Burns Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Burns Wealth Management going back to June 14, 2013
- Exencial Wealth Advisors 2024 Q3 - filed Oct. 31, 2024 - new!
- Exencial Wealth Advisors 2024 Q2 - filed Aug. 12, 2024
- Exencial Wealth Advisors 2024 Q1 - filed May 10, 2024
- Exencial Wealth Advisors 2023 Q3 - filed Nov. 8, 2023
- Exencial Wealth Advisors 2023 Q2 - filed Aug. 10, 2023
- Exencial Wealth Advisors 2023 Q1 - filed May 2, 2023
- Exencial Wealth Advisors 2022 Q4 - filed Feb. 14, 2023
- Exencial Wealth Advisors 2022 Q3 - filed Nov. 8, 2022
- Exencial Wealth Advisors 2022 Q2 - filed Aug. 11, 2022
- Exencial Wealth Advisors 2022 Q1 - filed May 12, 2022
- Exencial Wealth Advisors 2021 Q4 - filed Feb. 10, 2022
- Exencial Wealth Advisors 2021 Q3 - filed Nov. 4, 2021
- Exencial Wealth Advisors 2021 Q2 - filed Aug. 16, 2021
- Exencial Wealth Advisors 2021 Q1 - filed May 6, 2021
- Exencial Wealth Advisors 2020 Q4 - filed Feb. 11, 2021
- Exencial Wealth Advisors 2020 Q3 - filed Nov. 13, 2020
- Exencial Wealth Advisors 2020 Q2 - filed Aug. 17, 2020
- Exencial Wealth Advisors 2020 Q1 - filed May 15, 2020
- Exencial Wealth Advisors 2019 Q4 - filed Feb. 14, 2020
- Exencial Wealth Advisors 2019 Q3 - filed Nov. 13, 2019
- Exencial Wealth Advisors 2019 Q2 - filed Aug. 14, 2019
- Exencial Wealth Advisors 2019 Q1 - filed May 8, 2019
- Exencial Wealth Advisors 2018 Q4 - filed Feb. 6, 2019
- Exencial Wealth Advisors 2018 Q3 - filed Nov. 5, 2018
- Exencial Wealth Advisors 2018 Q2 - filed Aug. 1, 2018
- Exencial Wealth Advisors 2018 Q1 - filed May 9, 2018
- Exencial Wealth Advisors 2017 Q4 - filed Feb. 9, 2018
- Exencial Wealth Advisors 2017 Q3 - filed Nov. 8, 2017
- Exencial Wealth Advisors 2017 Q2 - filed Aug. 10, 2017
- Exencial Wealth Advisors 2017 Q1 - filed April 26, 2017
- Exencial Wealth Advisors 2016 Q4 - filed Jan. 20, 2017
- Exencial Wealth Advisors 2016 Q3 - filed Nov. 14, 2016
- Exencial Wealth Advisors 2016 Q2 - filed Aug. 15, 2016
- Exencial Wealth Advisors 2016 Q1 - filed April 19, 2016
- Exencial Wealth Advisors 2015 Q4 - filed Feb. 16, 2016
- Exencial Wealth Advisors 2015 Q3 - filed Nov. 6, 2015
- Exencial Wealth Advisors 2015 Q2 - filed Aug. 10, 2015
- Exencial Wealth Advisors 2015 Q1 - filed May 11, 2015
- Burns Wealth Management 2014 Q4 - filed Feb. 9, 2015
- Burns Wealth Management 2014 Q3 - filed Nov. 12, 2014
- Burns Wealth Management 2014 Q2 - filed Aug. 13, 2014
- Burns Wealth Management 2014 Q1 - filed May 14, 2014
- Burns Wealth Management 2013 Q4 - filed Feb. 5, 2014
- Burns Wealth Management 2013 Q3 - filed Nov. 14, 2013
- Burns Wealth Management 2013 Q2 - filed Aug. 19, 2013
- Burns Wealth Management 2013 Q1 restated - filed June 14, 2013