Reuter James Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Reuter James Wealth Management going back to Jan. 25, 2022
- Fourpath Capital Management 2026 Q1 - filed May 1, 2026 - new!
- Fourpath Capital Management 2025 Q4 - filed Jan. 23, 2026
- Fourpath Capital Management 2025 Q3 - filed Oct. 14, 2025
- Fourpath Capital Management 2025 Q2 - filed July 24, 2025
- Fourpath Capital Management 2025 Q1 - filed April 15, 2025
- Fourpath Capital Management 2024 Q4 - filed Jan. 24, 2025
- Prospera Private Wealth 2024 Q3 - filed Nov. 8, 2024
- Prospera Private Wealth 2024 Q2 - filed Aug. 2, 2024
- Prospera Private Wealth 2024 Q1 - filed May 7, 2024
- Reuter James Wealth Management 2023 Q4 - filed April 8, 2024
- Reuter James Wealth Management 2023 Q3 - filed Nov. 13, 2023
- Reuter James Wealth Management 2023 Q2 - filed Aug. 7, 2023
- Reuter James Wealth Management 2023 Q1 - filed May 10, 2023
- Reuter James Wealth Management 2022 Q4 - filed Feb. 6, 2023
- Reuter James Wealth Management 2022 Q3 - filed Nov. 4, 2022
- Reuter James Wealth Management 2022 Q2 - filed Aug. 9, 2022
- Reuter James Wealth Management 2022 Q1 - filed April 14, 2022
- Reuter James Wealth Management 2021 Q4 - filed Jan. 25, 2022