Grubman Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Grubman Wealth Management going back to Jan. 9, 2014
- Parkside Advisors 2023 Q4 - filed Jan. 8, 2024 - new!
- Parkside Advisors 2023 Q3 - filed Oct. 10, 2023
- Parkside Advisors 2023 Q2 - filed July 10, 2023
- Parkside Advisors 2023 Q1 - filed April 10, 2023
- Parkside Advisors 2022 Q4 - filed Jan. 9, 2023
- Parkside Advisors 2022 Q3 - filed Oct. 12, 2022
- Parkside Advisors 2022 Q2 - filed July 12, 2022
- Parkside Advisors 2022 Q1 - filed April 13, 2022
- Parkside Advisors 2021 Q4 - filed Jan. 13, 2022
- Parkside Advisors 2021 Q3 - filed Oct. 13, 2021
- Parkside Advisors 2021 Q2 - filed July 12, 2021
- Parkside Advisors 2021 Q1 - filed April 9, 2021
- Parkside Advisors 2020 Q4 - filed Jan. 11, 2021
- Parkside Advisors 2020 Q3 - filed Oct. 6, 2020
- Parkside Advisors 2020 Q2 - filed July 8, 2020
- Parkside Advisors 2020 Q1 - filed April 7, 2020
- Parkside Advisors 2019 Q4 - filed Jan. 15, 2020
- Parkside Advisors 2019 Q3 - filed Oct. 9, 2019
- Parkside Advisors 2019 Q2 - filed July 10, 2019
- Parkside Advisors 2019 Q1 - filed April 11, 2019
- Parkside Advisors 2018 Q4 - filed Jan. 11, 2019
- Parkside Advisors 2018 Q3 - filed Oct. 11, 2018
- Grubman Wealth Management 2018 Q2 - filed July 12, 2018
- Grubman Wealth Management 2018 Q1 - filed April 10, 2018
- Grubman Wealth Management 2017 Q4 - filed Jan. 10, 2018
- Grubman Wealth Management 2017 Q3 - filed Oct. 10, 2017
- Grubman Wealth Management 2017 Q2 - filed July 10, 2017
- Grubman Wealth Management 2017 Q1 - filed April 7, 2017
- Grubman Wealth Management 2016 Q4 - filed Jan. 9, 2017
- Grubman Wealth Management 2016 Q3 - filed Oct. 7, 2016
- Grubman Wealth Management 2016 Q2 - filed July 7, 2016
- Grubman Wealth Management 2016 Q1 - filed April 7, 2016
- Grubman Wealth Management 2015 Q4 - filed Jan. 8, 2016
- Grubman Wealth Management 2015 Q3 - filed Oct. 7, 2015
- Grubman Wealth Management 2015 Q2 - filed July 7, 2015
- Grubman Wealth Management 2015 Q1 - filed April 7, 2015
- Grubman Wealth Management 2014 Q4 - filed Jan. 8, 2015
- Grubman Wealth Management 2014 Q3 - filed Oct. 6, 2014
- Grubman Wealth Management 2014 Q2 - filed July 9, 2014
- Grubman Wealth Management 2014 Q1 - filed April 8, 2014
- Grubman Wealth Management 2013 Q4 - filed Jan. 9, 2014