Financial Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Financial Advisors going back to Feb. 14, 2019
- Financial Advisors 2024 Q3 - filed Oct. 16, 2024 - new!
- Financial Advisors 2024 Q2 - filed July 15, 2024
- Financial Advisors 2024 Q1 - filed May 3, 2024
- Financial Advisors 2023 Q4 - filed Feb. 5, 2024
- Financial Advisors 2023 Q3 - filed Oct. 10, 2023
- Financial Advisors 2023 Q2 - filed Aug. 1, 2023
- Financial Advisors 2023 Q1 - filed May 4, 2023
- Financial Advisors 2022 Q4 - filed Feb. 14, 2023
- Financial Advisors 2022 Q3 - filed Nov. 14, 2022
- Financial Advisors 2022 Q2 - filed Aug. 12, 2022
- Financial Advisors 2022 Q1 - filed May 12, 2022
- Financial Advisors 2021 Q4 - filed Feb. 11, 2022
- Financial Advisors 2021 Q3 - filed Nov. 12, 2021
- Financial Advisors 2021 Q2 - filed Aug. 13, 2021
- Financial Advisors 2021 Q1 - filed April 16, 2021
- Financial Advisors 2020 Q4 - filed Feb. 12, 2021
- Financial Advisors 2020 Q3 - filed Nov. 13, 2020
- Financial Advisors 2020 Q2 - filed Aug. 14, 2020
- Financial Advisors 2020 Q1 - filed May 15, 2020
- Financial Advisors 2019 Q4 - filed Feb. 13, 2020
- Financial Advisors 2019 Q3 - filed Nov. 5, 2019
- Financial Advisors 2019 Q2 - filed July 31, 2019
- Financial Advisors 2019 Q1 - filed May 15, 2019
- Financial Advisors 2018 Q4 - filed Feb. 14, 2019