Capital Performance Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Capital Performance Advisors going back to Jan. 28, 2022
- Earned Wealth Advisors 2025 Q4 restated - filed Jan. 27, 2026 - new!
- Earned Wealth Advisors 2025 Q4 amended - filed Jan. 27, 2026
- Earned Wealth Advisors 2025 Q4 - filed Jan. 16, 2026
- Earned Wealth Advisors 2025 Q3 - filed Oct. 22, 2025
- Earned Wealth Advisors 2025 Q2 - filed Aug. 4, 2025
- Earned Wealth Advisors 2025 Q1 - filed May 9, 2025
- Capital Performance Advisors 2024 Q4 - filed Jan. 31, 2025
- Capital Performance Advisors 2024 Q3 - filed Nov. 1, 2024
- Capital Performance Advisors 2024 Q2 - filed Aug. 2, 2024
- Capital Performance Advisors 2024 Q1 - filed April 26, 2024
- Capital Performance Advisors 2023 Q4 - filed Feb. 6, 2024
- Capital Performance Advisors 2023 Q3 - filed Nov. 2, 2023
- Capital Performance Advisors 2023 Q2 - filed Aug. 11, 2023
- Capital Performance Advisors 2023 Q1 - filed May 8, 2023
- Capital Performance Advisors 2022 Q4 - filed Feb. 6, 2023
- Capital Performance Advisors 2022 Q3 - filed Oct. 26, 2022
- Capital Performance Advisors 2022 Q2 - filed July 26, 2022
- Capital Performance Advisors 2022 Q1 - filed April 14, 2022
- Capital Performance Advisors 2021 Q4 - filed Jan. 28, 2022