LWM Advisory Services, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Plantation, FL
CIK
0001697716
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 146 93,262 13F-HR 11/2/2023 000142050623001905 LWM Advisory Services, LLC
Q2 2023 77 94,659 13F-HR 8/7/2023 000142050623001407 LWM Advisory Services, LLC
Q1 2023 78 93,641 13F-HR 5/2/2023 000142050623000830 LWM Advisory Services, LLC
Q4 2022 80 90,473 13F-HR 2/7/2023 000142050623000256 LWM Advisory Services, LLC
Q3 2022 116 88,319 13F-HR 11/16/2022 000142050622002348 LWM Advisory Services, LLC
Q2 2022 106 83,448 13F-HR 8/15/2022 000142050622001656 LWM Advisory Services, LLC
Q1 2022 110 80,509 13F-HR 5/9/2022 000142050622000743 LWM Advisory Services, LLC
Q4 2021 106 80,634 13F-HR 2/18/2022 000142050622000535 LWM Advisory Services, LLC