Sontag Advisory - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Sontag Advisory going back to Feb. 14, 2019
- Wealthspire Advisors 2023 Q4 - filed Feb. 7, 2024 - new!
- Wealthspire Advisors 2023 Q3 - filed Nov. 6, 2023
- Wealthspire Advisors 2023 Q2 - filed Aug. 1, 2023
- Wealthspire Advisors 2023 Q1 - filed May 9, 2023
- Wealthspire Advisors 2022 Q4 - filed Feb. 14, 2023
- Wealthspire Advisors 2022 Q3 - filed Nov. 14, 2022
- Wealthspire Advisors 2022 Q2 - filed Aug. 9, 2022
- Wealthspire Advisors 2022 Q1 - filed May 9, 2022
- Wealthspire Advisors 2021 Q4 - filed Feb. 14, 2022
- Wealthspire Advisors 2021 Q3 - filed Nov. 15, 2021
- Wealthspire Advisors 2021 Q2 - filed Aug. 13, 2021
- Wealthspire Advisors 2021 Q1 - filed May 17, 2021
- Wealthspire Advisors 2020 Q4 - filed Feb. 16, 2021
- Sontag Advisory 2020 Q3 - filed Nov. 16, 2020
- Sontag Advisory 2020 Q2 - filed Aug. 14, 2020
- Sontag Advisory 2020 Q1 - filed May 12, 2020
- Sontag Advisory 2019 Q4 - filed Feb. 14, 2020
- Sontag Advisory 2019 Q3 - filed Nov. 12, 2019
- Sontag Advisory 2019 Q2 - filed Aug. 13, 2019
- Sontag Advisory 2019 Q1 - filed May 8, 2019
- Sontag Advisory 2018 Q4 - filed Feb. 14, 2019