Topel & Distasi Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Topel & Distasi Wealth Management going back to Feb. 23, 2022
- Topel & Distasi Wealth Management 2026 Q1 - filed May 7, 2026 - new!
- Topel & Distasi Wealth Management 2025 Q4 - filed Feb. 9, 2026
- Topel & Distasi Wealth Management 2025 Q3 - filed Nov. 10, 2025
- Topel & Distasi Wealth Management 2025 Q2 - filed Aug. 7, 2025
- Topel & Distasi Wealth Management 2025 Q1 - filed May 9, 2025
- Topel & Distasi Wealth Management 2024 Q4 - filed Jan. 31, 2025
- Topel & Distasi Wealth Management 2024 Q3 - filed Nov. 12, 2024
- Topel & Distasi Wealth Management 2024 Q2 - filed Aug. 9, 2024
- Topel & Distasi Wealth Management 2024 Q1 - filed May 7, 2024
- Topel & Distasi Wealth Management 2023 Q4 - filed Jan. 16, 2024
- Topel & Distasi Wealth Management 2023 Q3 - filed Nov. 7, 2023
- Topel & Distasi Wealth Management 2023 Q2 - filed Aug. 8, 2023
- Topel & Distasi Wealth Management 2023 Q1 - filed May 12, 2023
- Topel & Distasi Wealth Management 2022 Q4 - filed Feb. 1, 2023
- Topel & Distasi Wealth Management 2022 Q3 - filed Nov. 21, 2022
- Topel & Distasi Wealth Management 2022 Q2 - filed Aug. 5, 2022
- Topel & Distasi Wealth Management 2022 Q1 - filed April 21, 2022
- Topel & Distasi Wealth Management 2021 Q4 - filed Feb. 23, 2022