Domani Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
York, PA
CIK
0001634553
Alternate names
PBWM Holdings, LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 117 430,979 13F-HR 4/18/2023 000163455323000003 Domani Wealth, LLC
Q4 2022 117 399,674 13F-HR 1/23/2023 000163455323000001 Domani Wealth, LLC
Q3 2022 101 341,158 13F-HR 10/18/2022 000163455322000005 Domani Wealth, LLC
Q2 2022 108 365,898 13F-HR 7/13/2022 000163455322000004 Domani Wealth, LLC
Q1 2022 117 461,955 13F-HR 4/14/2022 000163455322000003 Domani Wealth, LLC
Q4 2021 120 510,447 13F-HR 1/18/2022 000163455322000001 Domani Wealth, LLC
Q3 2021 117 477,852 13F-HR 10/19/2021 000163455321000005 Domani Wealth, LLC
Q2 2021 121 495,758 13F-HR 7/21/2021 000163455321000004 Domani Wealth, LLC
Q1 2021 132 519,021 13F-HR 4/12/2021 000163455321000003 Domani Wealth, LLC
Q4 2020 123 492,101 13F-HR 1/21/2021 000163455321000001 Domani Wealth, LLC
Q3 2020 119 455,246 13F-HR 10/13/2020 000163455320000005 Domani Wealth, LLC
Q2 2020 121 427,719 13F-HR 7/24/2020 000163455320000004 Domani Wealth, LLC
Q1 2020 125 374,185 13F-HR 4/10/2020 000163455320000003 Domani Wealth, LLC
Q4 2019 112 302,593 13F-HR 1/27/2020 000163455320000001 Domani Wealth, LLC
Q3 2019 111 275,694 13F-HR 10/11/2019 000163455319000005 Domani Wealth, LLC
Q2 2019 109 268,693 13F-HR 7/17/2019 000163455319000004 Domani Wealth, LLC
Q1 2019 111 248,429 13F-HR 4/24/2019 000163455319000003 Domani Wealth, LLC
Q4 2018 103 214,774 13F-HR 1/25/2019 000163455319000002 Domani Wealth, LLC
Q3 2018 106 233,248 13F-HR 11/9/2018 000163455318000005 Domani Wealth, LLC
Q2 2018 103 217,973 13F-HR 8/3/2018 000163455318000004 Domani Wealth, LLC
Q1 2018 101 233,622 13F-HR 4/17/2018 000163455318000003 Domani Wealth, LLC
Q4 2017 97 228,057 13F-HR 2/12/2018 000163455318000002 Domani Wealth, LLC
Q3 2017 95 232,180 13F-HR 11/2/2017 000163455317000009 Domani Wealth, LLC
Q2 2017 95 242,974 13F-HR 8/11/2017 000163455317000007 PBWM Holdings, LLC
Q1 2017 99 246,390 13F-HR 5/1/2017 000163455317000004 PBWM Holdings, LLC
Q4 2016 99 247,894 13F-HR 2/3/2017 000163455317000003 PBWM Holdings, LLC
Q3 2016 118 263,255 13F-HR 11/4/2016 000163455316000013 PBWM Holdings, LLC
Q2 2016 107 257,642 13F-HR 8/4/2016 000163455316000012 PBWM Holdings, LLC
Q1 2016 115 264,658 13F-HR 5/5/2016 000163455316000011 PBWM Holdings, LLC
Q4 2015 114 255,593 13F-HR 2/8/2016 000163455316000010 PBWM Holdings, LLC
Q3 2015 99 184,569 RESTATEMENT 11/5/2015 000163455315000008 PBWM Holdings, LLC
Q3 2015 84 161 13F-HR 11/3/2015 000163455315000007 PBWM Holdings, LLC
Q2 2015 95 183,528 13F-HR 8/7/2015 000163455315000006 PBWM Holdings, LLC
Q1 2015 96 6,652,623 13F-HR 5/4/2015 000163455315000003 PBWM Holdings, LLC