Monterey Private Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Monterey Private Wealth going back to Feb. 11, 2021
- Monterey Private Wealth 2024 Q1 - filed April 9, 2024 - new!
- Monterey Private Wealth 2023 Q4 - filed Jan. 12, 2024
- Monterey Private Wealth 2023 Q3 - filed Oct. 10, 2023
- Monterey Private Wealth 2023 Q2 - filed July 11, 2023
- Monterey Private Wealth 2023 Q1 - filed April 7, 2023
- Monterey Private Wealth 2022 Q4 - filed Jan. 20, 2023
- Monterey Private Wealth 2022 Q3 - filed Oct. 11, 2022
- Monterey Private Wealth 2022 Q2 - filed July 13, 2022
- Monterey Private Wealth 2022 Q1 - filed April 8, 2022
- Monterey Private Wealth 2021 Q4 - filed Jan. 18, 2022
- Monterey Private Wealth 2021 Q3 - filed Oct. 8, 2021
- Monterey Private Wealth 2021 Q2 - filed Aug. 30, 2021
- Monterey Private Wealth 2021 Q1 - filed April 28, 2021
- Monterey Private Wealth 2019 Q4 - filed Feb. 24, 2021
- Monterey Private Wealth 2020 Q1 - filed Feb. 24, 2021
- Monterey Private Wealth 2020 Q2 - filed Feb. 24, 2021
- Monterey Private Wealth 2020 Q3 - filed Feb. 24, 2021
- Monterey Private Wealth 2020 Q4 restated - filed Feb. 16, 2021
- Monterey Private Wealth 2020 Q4 - filed Feb. 11, 2021