Monticello Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Monticello Wealth Management going back to Feb. 5, 2021
- 1900 Wealth Management 2025 Q3 - filed Oct. 17, 2025 - new!
- 1900 Wealth Management 2025 Q2 - filed July 21, 2025
- 1900 Wealth Management 2025 Q1 - filed April 17, 2025
- 1900 Wealth Management 2024 Q4 - filed Jan. 28, 2025
- 1900 Wealth Management 2024 Q3 restated - filed Nov. 14, 2024
- 1900 Wealth Management 2024 Q3 - filed Nov. 4, 2024
- 1900 Wealth Management 2024 Q2 - filed July 26, 2024
- 1900 Wealth Management 2024 Q1 - filed April 24, 2024
- 1900 Wealth Management 2023 Q4 - filed Feb. 1, 2024
- 1900 Wealth Management 2023 Q3 - filed Oct. 17, 2023
- 1900 Wealth Management 2023 Q2 - filed July 21, 2023
- 1900 Wealth Management 2023 Q1 - filed May 2, 2023
- 1900 Wealth Management 2022 Q4 - filed Feb. 6, 2023
- 1900 Wealth Management 2022 Q3 - filed Oct. 31, 2022
- 1900 Wealth Management 2022 Q2 - filed Aug. 1, 2022
- 1900 Wealth Management 2022 Q1 - filed April 27, 2022
- 1900 Wealth Management 2021 Q4 - filed Jan. 31, 2022
- 1900 Wealth Management 2021 Q3 - filed Nov. 1, 2021
- 1900 Wealth Management 2021 Q2 - filed July 20, 2021
- Monticello Wealth Management 2021 Q1 - filed April 26, 2021
- Monticello Wealth Management 2020 Q4 - filed Feb. 5, 2021