GPWM - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for GPWM going back to Feb. 2, 2022
- Atmos Advisory 2026 Q1 - filed April 6, 2026 - new!
- Atmos Advisory 2025 Q4 - filed Jan. 21, 2026
- Atmos Advisory 2025 Q3 - filed Oct. 7, 2025
- Atmos Advisory 2025 Q2 - filed July 15, 2025
- Atmos Advisory 2025 Q1 - filed April 22, 2025
- Atmos Advisory 2024 Q4 - filed Jan. 13, 2025
- Atmos Advisory 2024 Q3 - filed Oct. 25, 2024
- Atmos Advisory 2024 Q2 - filed July 10, 2024
- GPWM 2024 Q1 - filed April 24, 2024
- GPWM 2023 Q4 - filed Feb. 1, 2024
- GPWM 2023 Q3 - filed Oct. 11, 2023
- GPWM 2023 Q2 - filed July 25, 2023
- GPWM 2023 Q1 - filed April 11, 2023
- GPWM 2022 Q4 - filed Jan. 20, 2023
- GPWM 2022 Q3 - filed Oct. 11, 2022
- GPWM 2022 Q2 - filed July 18, 2022
- GPWM 2022 Q1 - filed April 7, 2022
- GPWM 2021 Q4 - filed Feb. 2, 2022