LWM Advisory Services - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for LWM Advisory Services going back to Feb. 18, 2022
- LWM Advisory Services 2026 Q1 - filed April 29, 2026 - new!
- LWM Advisory Services 2025 Q4 - filed Feb. 12, 2026
- LWM Advisory Services 2025 Q3 - filed Nov. 25, 2025
- LWM Advisory Services 2025 Q2 - filed Aug. 14, 2025
- LWM Advisory Services 2025 Q1 - filed May 13, 2025
- LWM Advisory Services 2024 Q4 - filed Feb. 4, 2025
- LWM Advisory Services 2024 Q3 - filed Nov. 13, 2024
- LWM Advisory Services 2024 Q2 - filed Aug. 8, 2024
- LWM Advisory Services 2024 Q1 - filed May 9, 2024
- LWM Advisory Services 2023 Q4 - filed Feb. 5, 2024
- LWM Advisory Services 2023 Q3 - filed Nov. 2, 2023
- LWM Advisory Services 2023 Q2 - filed Aug. 7, 2023
- LWM Advisory Services 2023 Q1 - filed May 3, 2023
- LWM Advisory Services 2022 Q4 - filed Feb. 7, 2023
- LWM Advisory Services 2022 Q3 - filed Nov. 16, 2022
- LWM Advisory Services 2022 Q2 - filed Aug. 15, 2022
- LWM Advisory Services 2022 Q1 - filed May 9, 2022
- LWM Advisory Services 2021 Q4 - filed Feb. 18, 2022