Taylor Hoffman Wealth Management

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Richmond, VA
CIK
0001727762
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 109 194,064 13F-HR 11/13/2023 000108514623004277 Taylor Hoffman Wealth Management
Q2 2023 111 200,095 13F-HR 8/11/2023 000108514623003290 Taylor Hoffman Wealth Management
Q1 2023 108 182,475 13F-HR 5/11/2023 000108514623002273 Taylor Hoffman Wealth Management
Q4 2022 105 163,303 13F-HR 2/14/2023 000108514623001192 Taylor Hoffman Wealth Management
Q3 2022 126 190,735 13F-HR 11/14/2022 000108514622003973 Taylor Hoffman Wealth Management
Q2 2022 128 203,917 13F-HR 8/12/2022 000108514622003009 Taylor Hoffman Wealth Management
Q1 2022 137 249,506 13F-HR 5/12/2022 000108514622002041 Taylor Hoffman Wealth Management
Q4 2021 133 262,785 13F-HR 2/9/2022 000108514622000690 Taylor Hoffman Wealth Management
Q3 2021 130 233,077 13F-HR 11/12/2021 000108514621003162 Taylor Hoffman Wealth Management
Q2 2021 130 232,063 13F-HR 8/5/2021 000108514621002257 Taylor Hoffman Wealth Management
Q1 2021 125 218,444 13F-HR 5/10/2021 000108514621001543 Taylor Hoffman Wealth Management
Q4 2020 120 196,007 13F-HR 2/5/2021 000108514621000489 Taylor Hoffman Wealth Management
Q3 2020 117 170,016 13F-HR 10/29/2020 000108514620002692 Taylor Hoffman Wealth Management
Q2 2020 401 159,352 13F-HR 8/11/2020 000108514620002092 Taylor Hoffman Wealth Management
Q1 2020 107 104,072 13F-HR 5/12/2020 000108514620001417 Taylor Hoffman Wealth Management
Q4 2019 425 155,050 13F-HR 2/11/2020 000108514620000575 Taylor Hoffman Wealth Management
Q3 2019 428 140,751 13F-HR 11/5/2019 000172776219000008 Taylor Hoffman Wealth Management
Q2 2019 414 124,363 13F-HR 8/5/2019 000172776219000007 Taylor Hoffman Wealth Management
Q1 2019 417 134,986 13F-HR 5/9/2019 000172776219000004 Taylor Hoffman Wealth Management
Q4 2018 416 111,697 RESTATEMENT 7/11/2019 000172776219000006 Taylor Hoffman Wealth Management
Q4 2018 433 116,003 13F-HR 2/1/2019 000172776219000001 Taylor Hoffman Wealth Management
Q3 2018 413 126,566 13F-HR 10/25/2018 000172776218000012 Taylor Hoffman Wealth Management
Q2 2018 408 115,561 13F-HR 7/31/2018 000172776218000010 Taylor Hoffman Wealth Management
Q1 2018 446 109,315 13F-HR 5/10/2018 000172776218000009 Taylor Hoffman Wealth Management
Q4 2017 454 104,545 RESTATEMENT 2/14/2018 000172776218000008 Taylor Hoffman Wealth Management
Q4 2017 368 47,121 13F-HR 2/9/2018 000172776218000007 Taylor Hoffman Wealth Management