PBWM Holdings - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for PBWM Holdings going back to May 4, 2015
- Domani Wealth 2023 Q1 - filed April 19, 2023 - new!
- Domani Wealth 2022 Q4 - filed Jan. 23, 2023
- Domani Wealth 2022 Q3 - filed Oct. 18, 2022
- Domani Wealth 2022 Q2 - filed July 13, 2022
- Domani Wealth 2022 Q1 - filed April 15, 2022
- Domani Wealth 2021 Q4 - filed Jan. 18, 2022
- Domani Wealth 2021 Q3 - filed Oct. 20, 2021
- Domani Wealth 2021 Q2 - filed July 22, 2021
- Domani Wealth 2021 Q1 - filed April 12, 2021
- Domani Wealth 2020 Q4 - filed Jan. 21, 2021
- Domani Wealth 2020 Q3 - filed Oct. 13, 2020
- Domani Wealth 2020 Q2 - filed July 24, 2020
- Domani Wealth 2020 Q1 - filed April 10, 2020
- Domani Wealth 2019 Q4 - filed Jan. 27, 2020
- Domani Wealth 2019 Q3 - filed Oct. 11, 2019
- Domani Wealth 2019 Q2 - filed July 17, 2019
- Domani Wealth 2019 Q1 - filed April 24, 2019
- Domani Wealth 2018 Q4 - filed Jan. 25, 2019
- Domani Wealth 2018 Q3 - filed Nov. 9, 2018
- Domani Wealth 2018 Q2 - filed Aug. 3, 2018
- Domani Wealth 2018 Q1 - filed April 17, 2018
- Domani Wealth 2017 Q4 - filed Feb. 12, 2018
- Domani Wealth 2017 Q3 - filed Nov. 2, 2017
- PBWM Holdings 2017 Q2 - filed Aug. 11, 2017
- PBWM Holdings 2017 Q1 - filed May 1, 2017
- PBWM Holdings 2016 Q4 - filed Feb. 3, 2017
- PBWM Holdings 2016 Q3 - filed Nov. 4, 2016
- PBWM Holdings 2016 Q2 - filed Aug. 4, 2016
- PBWM Holdings 2016 Q1 - filed May 5, 2016
- PBWM Holdings 2015 Q4 - filed Feb. 8, 2016
- PBWM Holdings 2015 Q3 restated - filed Nov. 5, 2015
- PBWM Holdings 2015 Q3 - filed Nov. 3, 2015
- PBWM Holdings 2015 Q2 - filed Aug. 7, 2015
- PBWM Holdings 2015 Q1 - filed May 4, 2015