Dopkins Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Dopkins Wealth Management going back to Jan. 18, 2022
- Dopkins Wealth Management 2026 Q1 - filed April 20, 2026 - new!
- Dopkins Wealth Management 2025 Q4 - filed Jan. 9, 2026
- Dopkins Wealth Management 2025 Q3 - filed Oct. 14, 2025
- Dopkins Wealth Management 2025 Q2 - filed July 17, 2025
- Dopkins Wealth Management 2025 Q1 - filed April 22, 2025
- Dopkins Wealth Management 2024 Q4 - filed Feb. 10, 2025
- Dopkins Wealth Management 2024 Q3 - filed Nov. 6, 2024
- Dopkins Wealth Management 2024 Q2 - filed July 30, 2024
- Dopkins Wealth Management 2024 Q1 - filed May 6, 2024
- Dopkins Wealth Management 2023 Q4 - filed Jan. 26, 2024
- Dopkins Wealth Management 2023 Q3 - filed Nov. 13, 2023
- Dopkins Wealth Management 2023 Q2 - filed Aug. 7, 2023
- Dopkins Wealth Management 2023 Q1 - filed May 5, 2023
- Dopkins Wealth Management 2022 Q4 - filed Feb. 7, 2023
- Dopkins Wealth Management 2022 Q3 - filed Nov. 1, 2022
- Dopkins Wealth Management 2022 Q2 - filed Aug. 1, 2022
- Dopkins Wealth Management 2022 Q1 - filed April 18, 2022
- Dopkins Wealth Management 2021 Q4 - filed Jan. 18, 2022