Safir Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Safir Wealth Advisors going back to Jan. 28, 2021
- Safir Wealth Advisors 2025 Q3 - filed Oct. 28, 2025 - new!
- Safir Wealth Advisors 2025 Q2 - filed July 22, 2025
- Safir Wealth Advisors 2025 Q1 - filed April 11, 2025
- Safir Wealth Advisors 2024 Q4 - filed Jan. 15, 2025
- Safir Wealth Advisors 2024 Q3 - filed Oct. 8, 2024
- Safir Wealth Advisors 2024 Q2 - filed July 15, 2024
- Safir Wealth Advisors 2024 Q1 - filed April 15, 2024
- Safir Wealth Advisors 2023 Q4 - filed Jan. 18, 2024
- Safir Wealth Advisors 2023 Q3 - filed Oct. 10, 2023
- Safir Wealth Advisors 2023 Q2 - filed July 17, 2023
- Safir Wealth Advisors 2023 Q1 - filed April 14, 2023
- Safir Wealth Advisors 2022 Q4 - filed Jan. 25, 2023
- Safir Wealth Advisors 2022 Q3 - filed Oct. 20, 2022
- Safir Wealth Advisors 2022 Q2 - filed July 25, 2022
- Safir Wealth Advisors 2022 Q1 - filed April 27, 2022
- Safir Wealth Advisors 2021 Q4 - filed Jan. 26, 2022
- Safir Wealth Advisors 2021 Q3 - filed Nov. 15, 2021
- Safir Wealth Advisors 2021 Q2 - filed Aug. 16, 2021
- Safir Wealth Advisors 2021 Q1 - filed April 15, 2021
- Safir Wealth Advisors 2020 Q4 - filed Jan. 28, 2021