Peninsula Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Peninsula Wealth going back to May 15, 2018
- Peninsula Wealth 2024 Q2 - filed Aug. 13, 2024 - new!
- Peninsula Wealth 2024 Q1 restated - filed May 30, 2024
- Peninsula Wealth 2024 Q1 - filed May 8, 2024
- Peninsula Wealth 2023 Q4 - filed Feb. 14, 2024
- Peninsula Wealth 2023 Q3 - filed Nov. 13, 2023
- Peninsula Wealth 2023 Q2 - filed Aug. 14, 2023
- Peninsula Wealth 2023 Q1 - filed May 12, 2023
- Peninsula Wealth 2022 Q4 - filed Feb. 10, 2023
- Peninsula Wealth 2022 Q3 - filed Nov. 14, 2022
- Peninsula Wealth 2022 Q2 - filed Aug. 8, 2022
- Peninsula Wealth 2022 Q1 - filed May 6, 2022
- Peninsula Wealth 2021 Q4 - filed Feb. 4, 2022
- Peninsula Wealth 2021 Q3 - filed Nov. 9, 2021
- Peninsula Wealth 2021 Q2 - filed Aug. 13, 2021
- Peninsula Wealth 2021 Q1 - filed May 10, 2021
- Peninsula Wealth 2020 Q4 - filed Feb. 10, 2021
- Peninsula Wealth 2020 Q3 - filed Nov. 12, 2020
- Peninsula Wealth 2020 Q2 - filed Aug. 11, 2020
- Peninsula Wealth 2020 Q1 - filed May 12, 2020
- Peninsula Wealth 2019 Q4 - filed Feb. 10, 2020
- Peninsula Wealth 2019 Q3 - filed Nov. 8, 2019
- Peninsula Wealth 2019 Q2 - filed Aug. 2, 2019
- Peninsula Wealth 2019 Q1 - filed May 8, 2019
- Peninsula Wealth 2018 Q4 - filed Feb. 11, 2019
- Peninsula Wealth 2018 Q3 - filed Nov. 21, 2018
- Peninsula Wealth 2018 Q2 - filed Aug. 7, 2018
- Peninsula Wealth 2018 Q1 - filed May 15, 2018