BigSur Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Miami, FL
CIK
0001659171
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 125 213,134 13F-HR 5/12/2023 000139834423009633 BigSur Wealth Management LLC
Q4 2022 124 207,540 13F-HR 2/9/2023 000139834423002457 BigSur Wealth Management LLC
Q3 2022 122 197,730 13F-HR 11/8/2022 000139834422021665 BigSur Wealth Management LLC
Q2 2022 136 212,282 13F-HR 8/9/2022 000139834422015132 BigSur Wealth Management LLC
Q1 2022 140 256,660 13F-HR 5/5/2022 000139834422008826 BigSur Wealth Management LLC
Q4 2021 134 255,613 13F-HR 2/7/2022 000139834422002251 BigSur Wealth Management LLC
Q3 2021 123 222,641 13F-HR 11/1/2021 000139834421020687 BigSur Wealth Management LLC
Q2 2021 121 221,601 13F-HR 7/29/2021 000139834421015020 BigSur Wealth Management LLC
Q1 2021 129 194,852 13F-HR 5/5/2021 000139834421009778 BigSur Wealth Management LLC
Q4 2020 110 177,098 13F-HR 1/22/2021 000139834421001192 BigSur Wealth Management LLC
Q3 2020 104 156,993 13F-HR 10/30/2020 000139834420021067 BigSur Wealth Management LLC
Q2 2020 103 139,865 13F-HR 7/31/2020 000139834420014782 BigSur Wealth Management LLC
Q1 2020 107 133,408 13F-HR 5/5/2020 000139834420009328 BigSur Wealth Management LLC
Q4 2019 119 176,976 13F-HR 1/30/2020 000139834420001651 BigSur Wealth Management LLC
Q3 2019 102 148,401 13F-HR 11/5/2019 000139834419019063 BigSur Wealth Management LLC
Q2 2019 100 143,331 13F-HR 7/5/2019 000139834419011617 BigSur Wealth Management LLC
Q1 2019 106 152,474 13F-HR 4/5/2019 000139834419006311 BigSur Wealth Management LLC
Q4 2018 97 140,726 13F-HR 2/1/2019 000139834419001803 BigSur Wealth Management LLC
Q3 2018 103 159,827 13F-HR 10/23/2018 000139834418015197 BigSur Wealth Management LLC
Q2 2018 99 137,309 13F-HR 8/1/2018 000139834418010985 BigSur Wealth Management LLC
Q1 2018 108 140,256 13F-HR 5/3/2018 000139834418006635 BigSur Wealth Management LLC
Q4 2017 94 100,606 13F-HR 2/1/2018 000139834418001368 BigSur Wealth Management LLC
Q3 2017 91 99,491 13F-HR 11/2/2017 000139834417014105 BigSur Wealth Management LLC
Q2 2017 88 98,579 13F-HR 8/14/2017 000139834417010328 BigSur Wealth Management LLC
Q1 2017 85 92,427 13F-HR 5/15/2017 000139834417006356 BigSur Wealth Management LLC
Q4 2016 78 74,755 13F-HR 2/9/2017 000139834417001763 BigSur Wealth Management LLC