Personal Wealth Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Personal Wealth Partners going back to Feb. 5, 2019
- Personal Wealth Partners 2022 Q2 - filed Aug. 9, 2022 - new!
- Personal Wealth Partners 2022 Q1 - filed April 25, 2022
- Personal Wealth Partners 2021 Q4 - filed Feb. 14, 2022
- Personal Wealth Partners 2021 Q3 - filed Oct. 20, 2021
- Personal Wealth Partners 2021 Q2 - filed July 23, 2021
- Personal Wealth Partners 2021 Q1 - filed April 20, 2021
- Personal Wealth Partners 2020 Q4 - filed Feb. 8, 2021
- Personal Wealth Partners 2020 Q3 - filed Nov. 2, 2020
- Personal Wealth Partners 2020 Q2 - filed Aug. 6, 2020
- Personal Wealth Partners 2020 Q1 - filed May 7, 2020
- Personal Wealth Partners 2019 Q4 - filed Jan. 28, 2020
- Personal Wealth Partners 2019 Q3 - filed Oct. 22, 2019
- Personal Wealth Partners 2019 Q2 - filed July 30, 2019
- Personal Wealth Partners 2019 Q1 - filed April 17, 2019
- Personal Wealth Partners 2018 Q4 - filed Feb. 5, 2019