BDO Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Jacksonville, FL
CIK
0001713458
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 979 871,874 13F-HR 8/1/2023 000171345823000005 BDO Wealth Advisors, LLC
Q1 2023 1,057 815,400 13F-HR 5/9/2023 000171345823000004 BDO Wealth Advisors, LLC
Q4 2022 1,013 804,452 RESTATEMENT 1/30/2023 000171345823000003 BDO Wealth Advisors, LLC
Q4 2022 1,013 804,452 13F-HR 1/27/2023 000171345823000001 BDO Wealth Advisors, LLC
Q3 2022 1,079 752,482 RESTATEMENT 11/2/2022 000171345822000007 BDO Wealth Advisors, LLC
Q3 2022 1,104 812,573 13F-HR 11/1/2022 000171345822000006 BDO Wealth Advisors, LLC
Q2 2022 1,104 812,573 13F-HR 8/25/2022 000171345822000005 BDO Wealth Advisors, LLC
Q1 2022 1,104 936,697 13F-HR 5/6/2022 000171345822000002 BDO Wealth Advisors, LLC
Q4 2021 1,136 945,036 13F-HR 2/11/2022 000171345822000001 BDO Wealth Advisors, LLC
Q3 2021 1,084 908,302 13F-HR 11/9/2021 000171345821000004 BDO Wealth Advisors, LLC
Q2 2021 1,139 903,193 13F-HR 9/3/2021 000171345821000003 BDO Wealth Advisors, LLC
Q1 2021 1,196 848,464 13F-HR 5/14/2021 000171345821000002 BDO Wealth Advisors, LLC
Q4 2020 963 710,934 13F-HR 2/12/2021 000171345821000001 BDO Wealth Advisors, LLC
Q3 2020 914 614,166 13F-HR 11/12/2020 000171345820000004 BDO Wealth Advisors, LLC
Q2 2020 705 569,111 13F-HR 8/14/2020 000171345820000003 BDO Wealth Advisors, LLC
Q1 2020 767 494,791 13F-HR 5/15/2020 000171345820000002 BDO Wealth Advisors, LLC
Q4 2019 598 387,678 13F-HR 2/14/2020 000171345820000001 BDO Wealth Advisors, LLC
Q3 2019 637 390,434 13F-HR 11/12/2019 000171345819000004 BDO Wealth Advisors, LLC
Q2 2019 624 367,160 13F-HR 8/9/2019 000171345819000003 BDO Wealth Advisors, LLC
Q1 2019 634 344,182 13F-HR 5/15/2019 000171345819000002 BDO Wealth Advisors, LLC
Q4 2018 572 290,582 13F-HR 2/14/2019 000171345819000001 BDO Wealth Advisors, LLC
Q3 2018 634 309,388 13F-HR 11/7/2018 000171345818000004 BDO Wealth Advisors, LLC
Q2 2018 656 293,672 13F-HR 8/27/2018 000171345818000003 BDO Wealth Advisors, LLC
Q1 2018 575 266,390 13F-HR 5/23/2018 000171345818000002 BDO Wealth Advisors, LLC
Q4 2017 488 222,722 13F-HR 2/14/2018 000171345818000001 BDO Wealth Advisors, LLC
Q3 2017 443 201,678 13F-HR 11/8/2017 000171345817000002 BDO Wealth Advisors, LLC
Q2 2017 559 229,068 13F-HR 8/8/2017 000171345817000001 BDO Wealth Advisors, LLC