YorkBridge Wealth Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q4 2022
Location
New York, NY
CIK
0001696064
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q4 2022 256 394,152 13F-HR 1/26/2023 000195175723000068 YorkBridge Wealth Partners, LLC
Q3 2022 274 387,818 13F-HR 10/17/2022 000169606422000004 YorkBridge Wealth Partners, LLC
Q2 2022 278 382,483 13F-HR 7/14/2022 000169606422000003 YorkBridge Wealth Partners, LLC
Q1 2022 284 455,784 13F-HR 4/14/2022 000169606422000002 YorkBridge Wealth Partners, LLC
Q4 2021 280 446,155 13F-HR 1/19/2022 000169606422000001 YorkBridge Wealth Partners, LLC
Q3 2021 259 397,416 13F-HR 10/22/2021 000169606421000005 YorkBridge Wealth Partners, LLC
Q2 2021 246 383,017 13F-HR 7/22/2021 000169606421000003 YorkBridge Wealth Partners, LLC
Q1 2021 240 338,418 13F-HR 4/15/2021 000169606421000002 YorkBridge Wealth Partners, LLC
Q4 2020 215 298,613 13F-HR 1/19/2021 000169606421000001 YorkBridge Wealth Partners, LLC
Q3 2020 178 238,074 13F-HR 10/19/2020 000169606420000005 YorkBridge Wealth Partners, LLC
Q2 2020 171 218,742 13F-HR 7/20/2020 000169606420000003 YorkBridge Wealth Partners, LLC
Q1 2020 155 162,593 13F-HR 4/16/2020 000169606420000002 YorkBridge Wealth Partners, LLC
Q4 2019 183 218,173 13F-HR 1/17/2020 000169606420000001 YorkBridge Wealth Partners, LLC
Q3 2019 170 198,478 13F-HR 10/21/2019 000169606419000004 YorkBridge Wealth Partners, LLC
Q2 2019 774 225,052 13F-HR 7/18/2019 000169606419000003 YorkBridge Wealth Partners, LLC
Q1 2019 774 216,902 13F-HR 5/9/2019 000169606419000002 YorkBridge Wealth Partners, LLC
Q4 2018 765 188,919 13F-HR 2/14/2019 000169606419000001 YorkBridge Wealth Partners, LLC
Q3 2018 777 218,468 13F-HR 11/14/2018 000169606418000004 YorkBridge Wealth Partners, LLC
Q2 2018 871 228,039 13F-HR 8/10/2018 000169606418000003 YorkBridge Wealth Partners, LLC
Q1 2018 866 217,202 13F-HR 5/15/2018 000169606418000002 YorkBridge Wealth Partners, LLC
Q4 2017 892 207,144 13F-HR 2/12/2018 000169606418000001 YorkBridge Wealth Partners, LLC
Q3 2017 910 192,785 13F-HR 10/27/2017 000169606417000004 YorkBridge Wealth Partners, LLC
Q2 2017 900 188,324 13F-HR 8/14/2017 000169606417000003 YorkBridge Wealth Partners, LLC
Q1 2017 891 191,137 13F-HR 5/5/2017 000169606417000002 YorkBridge Wealth Partners, LLC
Q4 2016 910 169,386 13F-HR 5/5/2017 000169606417000001 YorkBridge Wealth Partners, LLC