MinichMacGregor Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Saratoga Springs, NY
CIK
0001744318
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 94 301,921 13F-HR 10/16/2023 000117266123003409 MinichMacGregor Wealth Management, LLC
Q2 2023 94 320,232 13F-HR 7/13/2023 000117266123002497 MinichMacGregor Wealth Management, LLC
Q1 2023 94 302,132 13F-HR 4/19/2023 000117266123001726 MinichMacGregor Wealth Management, LLC
Q4 2022 696 277,080 13F-HR 1/9/2023 000160658723000003 MinichMacGregor Wealth Management, LLC
Q3 2022 77 250,580 13F-HR 10/6/2022 000160658722001828 MinichMacGregor Wealth Management, LLC
Q2 2022 77 242,839 13F-HR 7/13/2022 000160658722001308 MinichMacGregor Wealth Management, LLC
Q1 2022 89 312,769 13F-HR 4/26/2022 000160658722000740 MinichMacGregor Wealth Management, LLC
Q4 2021 87 328,584 13F-HR 1/18/2022 000160658722000024 MinichMacGregor Wealth Management, LLC
Q3 2021 81 297,104 13F-HR 11/3/2021 000160658721001501 MinichMacGregor Wealth Management, LLC
Q2 2021 77 285,324 13F-HR 8/2/2021 000160658721000985 MinichMacGregor Wealth Management, LLC
Q1 2021 79 267,623 13F-HR 4/27/2021 000160658721000435 MinichMacGregor Wealth Management, LLC
Q4 2020 79 245,435 13F-HR 1/19/2021 000160658721000042 MinichMacGregor Wealth Management, LLC
Q3 2020 62 211,892 13F-HR 10/14/2020 000160658720001014 MinichMacGregor Wealth Management, LLC
Q2 2020 60 180,681 13F-HR 8/5/2020 000160658720000837 MinichMacGregor Wealth Management, LLC
Q1 2020 80 111,497 13F-HR 4/21/2020 000160658720000405 MinichMacGregor Wealth Management, LLC
Q4 2019 54 179,548 13F-HR 1/13/2020 000160658720000013 MinichMacGregor Wealth Management, LLC
Q3 2019 51 147,817 13F-HR 10/21/2019 000160658719000888 MinichMacGregor Wealth Management, LLC
Q2 2019 47 143,095 13F-HR 8/5/2019 000160658719000748 MinichMacGregor Wealth Management, LLC
Q1 2019 47 133,112 13F-HR 4/16/2019 000160658719000364 MinichMacGregor Wealth Management, LLC
Q4 2018 91 146,172 13F-HR 1/17/2019 000160658719000046 MinichMacGregor Wealth Management, LLC
Q3 2018 583 151,573 13F-HR 10/17/2018 000160658718000743 MinichMacGregor Wealth Management, LLC
Q2 2018 582 140,432 13F-HR 7/13/2018 000160658718000495 MinichMacGregor Wealth Management, LLC
Q1 2018 560 128,352 13F-HR 7/3/2018 000160658718000477 MinichMacGregor Wealth Management, LLC
Q4 2017 539 128,035 13F-HR 7/3/2018 000160658718000476 MinichMacGregor Wealth Management, LLC
Q3 2017 522 120,583 13F-HR 7/3/2018 000160658718000473 MinichMacGregor Wealth Management, LLC
Q2 2017 527 115,238 13F-HR 7/2/2018 000160658718000468 MinichMacGregor Wealth Management, LLC
Q1 2017 507 111,048 13F-HR 6/28/2018 000160658718000466 MinichMacGregor Wealth Management, LLC
Q4 2016 494 106,885 13F-HR 6/28/2018 000160658718000464 MinichMacGregor Wealth Management, LLC
Q3 2016 486 106,569 13F-HR 6/28/2018 000160658718000463 MinichMacGregor Wealth Management, LLC
Q2 2016 470 105,939 13F-HR 6/28/2018 000160658718000462 MinichMacGregor Wealth Management, LLC
Q1 2016 456 103,592 13F-HR 6/28/2018 000160658718000457 MinichMacGregor Wealth Management, LLC
Q4 2015 413 107,311 13F-HR 6/27/2018 000160658718000453 MinichMacGregor Wealth Management, LLC