Peninsula Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
San Francisco, CA
CIK
0001600052
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 72 346,487 13F-HR 5/11/2023 000108514623002274 Peninsula Wealth, LLC
Q4 2022 75 317,795 13F-HR 2/10/2023 000108514623001028 Peninsula Wealth, LLC
Q3 2022 69 283,280 13F-HR 11/14/2022 000108514622004069 Peninsula Wealth, LLC
Q2 2022 66 295,513 13F-HR 8/8/2022 000108514622002861 Peninsula Wealth, LLC
Q1 2022 67 351,081 13F-HR 5/5/2022 000108514622001757 Peninsula Wealth, LLC
Q4 2021 66 371,811 13F-HR 2/3/2022 000108514622000526 Peninsula Wealth, LLC
Q3 2021 24 315,017 13F-HR 11/8/2021 000108514621003060 Peninsula Wealth, LLC
Q2 2021 21 305,491 13F-HR 8/13/2021 000108514621002449 Peninsula Wealth, LLC
Q1 2021 20 279,063 13F-HR 5/10/2021 000108514621001493 Peninsula Wealth, LLC
Q4 2020 19 266,434 13F-HR 2/10/2021 000108514621000560 Peninsula Wealth, LLC
Q3 2020 53 233,451 13F-HR 11/12/2020 000108514620002876 Peninsula Wealth, LLC
Q2 2020 48 214,510 13F-HR 8/11/2020 000108514620002117 Peninsula Wealth, LLC
Q1 2020 38 178,686 13F-HR 5/12/2020 000108514620001432 Peninsula Wealth, LLC
Q4 2019 41 216,040 13F-HR 2/10/2020 000108514620000481 Peninsula Wealth, LLC
Q3 2019 38 200,139 13F-HR 11/8/2019 000108514619002793 Peninsula Wealth, LLC
Q2 2019 31 194,860 13F-HR 8/2/2019 000108514619002045 Peninsula Wealth, LLC
Q1 2019 30 180,996 13F-HR 5/8/2019 000108514619001393 Peninsula Wealth, LLC
Q4 2018 27 160,550 13F-HR 2/11/2019 000108514619000447 Peninsula Wealth, LLC
Q3 2018 32 185,460 13F-HR 11/21/2018 000108514618002805 Peninsula Wealth, LLC
Q2 2018 32 170,151 13F-HR 8/7/2018 000108514618001855 Peninsula Wealth, LLC
Q1 2018 30 167,747 13F-HR 5/15/2018 000108514618001490 Peninsula Wealth, LLC