Convergent Wealth Advisors

All 13F Portfolio Filings

Most recent 13F
Q3 2015
Location
Potomac, MD
CIK
0001491296
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2015 35 442,030 13F-HR 11/16/2015 000117266115002051 Convergent Wealth Advisors
Q2 2015 35 432,606 13F-HR 8/13/2015 000117266115001486 Convergent Wealth Advisors
Q1 2015 47 666,487 13F-HR 5/13/2015 000117266115001055 Convergent Wealth Advisors
Q4 2014 29 806,888 13F-HR 2/10/2015 000117266115000330 Convergent Wealth Advisors
Q3 2014 32 728,487 13F-HR 11/12/2014 000117266114001704 Convergent Wealth Advisors
Q2 2014 31 697,233 13F-HR 8/8/2014 000117266114001322 Convergent Wealth Advisors
Q1 2014 26 627,658 13F-HR 5/14/2014 000117266114000990 Convergent Wealth Advisors
Q4 2013 35 608,116 13F-HR 2/10/2014 000117266114000300 Convergent Wealth Advisors