Motive Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Motive Wealth Advisors going back to Aug. 16, 2021
- Motive Wealth Advisors 2025 Q4 - filed Jan. 15, 2026 - new!
- Motive Wealth Advisors 2025 Q3 - filed Oct. 20, 2025
- Motive Wealth Advisors 2025 Q2 - filed July 16, 2025
- Motive Wealth Advisors 2025 Q1 - filed April 17, 2025
- Motive Wealth Advisors 2024 Q4 - filed Jan. 21, 2025
- Motive Wealth Advisors 2024 Q3 - filed Oct. 15, 2024
- Motive Wealth Advisors 2024 Q2 - filed July 22, 2024
- Motive Wealth Advisors 2024 Q1 - filed May 6, 2024
- Motive Wealth Advisors 2023 Q3 - filed Nov. 14, 2023
- Motive Wealth Advisors 2023 Q2 - filed Aug. 1, 2023
- Motive Wealth Advisors 2023 Q1 - filed May 3, 2023
- Motive Wealth Advisors 2022 Q4 - filed Jan. 27, 2023
- Motive Wealth Advisors 2022 Q3 - filed Oct. 21, 2022
- Motive Wealth Advisors 2022 Q2 - filed Aug. 3, 2022
- Motive Wealth Advisors 2022 Q1 - filed May 3, 2022
- Motive Wealth Advisors 2021 Q4 - filed Feb. 8, 2022
- Motive Wealth Advisors 2021 Q3 - filed Nov. 16, 2021
- Motive Wealth Advisors 2021 Q2 - filed Aug. 16, 2021