Dougherty Wealth Advisers LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Wayzata, MN
CIK
0001755933
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 126 86,366 13F-HR 10/25/2023 000175593323000008 Dougherty Wealth Advisers LLC
Q2 2023 125 72,866 13F-HR 8/3/2023 000175593323000006 Dougherty Wealth Advisers LLC
Q1 2023 132 66,176 13F-HR 4/14/2023 000175593323000004 Dougherty Wealth Advisers LLC
Q4 2022 132 60,880 13F-HR 1/19/2023 000175593323000002 Dougherty Wealth Advisers LLC
Q3 2022 138 50,551 13F-HR 10/13/2022 000175593322000008 Dougherty Wealth Advisers LLC
Q2 2022 126 53,586 13F-HR 7/19/2022 000175593322000006 Dougherty Wealth Advisers LLC
Q1 2022 128 66,268 13F-HR 4/28/2022 000175593322000004 Dougherty Wealth Advisers LLC
Q4 2021 137 71,572 13F-HR 1/27/2022 000175593322000002 Dougherty Wealth Advisers LLC
Q3 2021 149 67,204 13F-HR 11/2/2021 000175593321000008 Dougherty Wealth Advisers LLC
Q2 2021 138 67,717 13F-HR 8/5/2021 000175593321000006 Dougherty Wealth Advisers LLC
Q1 2021 134 66,294 13F-HR 5/6/2021 000175593321000004 Dougherty Wealth Advisers LLC
Q4 2020 146 63,654 13F-HR 2/4/2021 000175593321000002 Dougherty Wealth Advisers LLC
Q3 2020 151 28,977 13F-HR 11/2/2020 000175593320000008 Dougherty Wealth Advisers LLC
Q2 2020 157 27,339 13F-HR 8/11/2020 000175593320000005 Dougherty Wealth Advisers LLC
Q1 2020 166 25,114 13F-HR 5/5/2020 000175593320000004 Dougherty Wealth Advisers LLC
Q4 2019 179 32,723 13F-HR 2/7/2020 000175593320000002 Dougherty Wealth Advisers LLC
Q3 2019 183 30,405 13F-HR 11/12/2019 000175593319000009 Dougherty Wealth Advisers LLC
Q2 2019 251 35,394 13F-HR 8/7/2019 000175593319000007 Dougherty Wealth Advisers LLC
Q1 2019 205 29,490 13F-HR 5/9/2019 000175593319000005 Dougherty Wealth Advisers LLC
Q4 2018 226 30,370 13F-HR 2/11/2019 000175593319000003 Dougherty Wealth Advisers LLC