PRW Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for PRW Wealth Management going back to Feb. 14, 2019
- PRW Wealth Management 2023 Q3 - filed Nov. 1, 2023 - new!
- PRW Wealth Management 2023 Q2 - filed Aug. 1, 2023
- PRW Wealth Management 2023 Q1 - filed May 2, 2023
- PRW Wealth Management 2022 Q4 - filed Feb. 3, 2023
- PRW Wealth Management 2022 Q3 - filed Oct. 26, 2022
- PRW Wealth Management 2022 Q2 - filed July 26, 2022
- PRW Wealth Management 2022 Q1 - filed April 28, 2022
- PRW Wealth Management 2021 Q4 - filed Jan. 25, 2022
- PRW Wealth Management 2021 Q3 - filed Nov. 4, 2021
- PRW Wealth Management 2021 Q2 - filed Aug. 3, 2021
- PRW Wealth Management 2021 Q1 - filed May 10, 2021
- PRW Wealth Management 2020 Q4 - filed Feb. 10, 2021
- PRW Wealth Management 2020 Q3 - filed Oct. 29, 2020
- PRW Wealth Management 2020 Q2 - filed Aug. 6, 2020
- PRW Wealth Management 2020 Q1 - filed April 29, 2020
- PRW Wealth Management 2019 Q4 - filed Feb. 3, 2020
- PRW Wealth Management 2019 Q3 - filed Nov. 4, 2019
- PRW Wealth Management 2019 Q2 - filed Aug. 12, 2019
- PRW Wealth Management 2019 Q1 - filed May 15, 2019
- PRW Wealth Management 2018 Q4 - filed Feb. 14, 2019