TRUE Private Wealth Advisors

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Salem, OR
CIK
0001667074
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 260 720,060 13F-HR 11/13/2023 000117266123003739 TRUE Private Wealth Advisors
Q2 2023 241 676,943 13F-HR 8/11/2023 000117266123002935 TRUE Private Wealth Advisors
Q1 2023 233 675,880 13F-HR 5/11/2023 000117266123002011 TRUE Private Wealth Advisors
Q4 2022 221 649,355 13F-HR 2/14/2023 000117266123001022 TRUE Private Wealth Advisors
Q3 2022 220 660,720 13F-HR 11/4/2022 000160658722002144 TRUE Private Wealth Advisors
Q2 2022 229 687,273 13F-HR 7/28/2022 000160658722001521 TRUE Private Wealth Advisors
Q1 2022 240 710,707 13F-HR 5/9/2022 000160658722000997 TRUE Private Wealth Advisors
Q4 2021 268 702,682 13F-HR 2/11/2022 000160658722000481 TRUE Private Wealth Advisors
Q3 2021 245 687,133 13F-HR 11/5/2021 000160658721001517 TRUE Private Wealth Advisors
Q2 2021 237 673,160 13F-HR 8/10/2021 000160658721001104 TRUE Private Wealth Advisors
Q1 2021 233 618,756 13F-HR 5/12/2021 000160658721000690 TRUE Private Wealth Advisors
Q4 2020 757 596,762 13F-HR 1/11/2021 000160658721000003 TRUE Private Wealth Advisors
Q3 2020 732 585,384 13F-HR 10/9/2020 000160658720000990 TRUE Private Wealth Advisors
Q2 2020 721 546,632 13F-HR 7/7/2020 000160658720000713 TRUE Private Wealth Advisors
Q1 2020 723 469,566 13F-HR 4/20/2020 000160658720000391 TRUE Private Wealth Advisors
Q4 2019 835 652,259 13F-HR 1/27/2020 000160658720000115 TRUE Private Wealth Advisors
Q3 2019 209 578,989 13F-HR 10/9/2019 000160658719000830 TRUE Private Wealth Advisors
Q2 2019 821 586,960 13F-HR 8/1/2019 000160658719000730 TRUE Private Wealth Advisors
Q1 2019 203 524,653 13F-HR 4/25/2019 000160658719000415 TRUE Private Wealth Advisors
Q4 2018 229 566,861 13F-HR 1/14/2019 000160658719000029 TRUE Private Wealth Advisors
Q3 2018 1,101 710,589 13F-HR 10/18/2018 000160658718000752 TRUE Private Wealth Advisors
Q2 2018 271 637,442 13F-HR 7/13/2018 000160658718000492 TRUE Private Wealth Advisors
Q1 2018 227 582,433 13F-HR 4/25/2018 000160658718000339 TRUE Private Wealth Advisors
Q4 2017 218 577,024 13F-HR 1/19/2018 000160658718000038 TRUE Private Wealth Advisors
Q3 2017 155 443,851 13F-HR 10/27/2017 000160658717000588 TRUE Private Wealth Advisors
Q2 2017 151 431,434 13F-HR 8/7/2017 000160658717000453 TRUE Private Wealth Advisors
Q1 2017 146 437,138 13F-HR 4/20/2017 000160658717000235 TRUE Private Wealth Advisors
Q4 2016 147 409,490 13F-HR 2/14/2017 000160658717000174 TRUE Private Wealth Advisors
Q3 2016 147 311,894 13F-HR 11/8/2016 000160658716000832 TRUE Private Wealth Advisors
Q2 2016 142 298,921 13F-HR 8/1/2016 000160658716000689 TRUE Private Wealth Advisors
Q1 2016 128 257,154 RESTATEMENT 6/16/2016 000160658716000643 TRUE Private Wealth Advisors
Q1 2016 128 257,154 13F-HR 5/11/2016 000160658716000609 TRUE Private Wealth Advisors
Q4 2015 89 227,256 13F-HR 3/16/2016 000160658716000518 TRUE Private Wealth Advisors