Pasadena Private Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Pasadena, CA
CIK
0001760578
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 113 354,989 13F-HR 7/11/2023 000108514623002656 Pasadena Private Wealth, LLC
Q1 2023 110 345,698 13F-HR 4/19/2023 000108514623001760 Pasadena Private Wealth, LLC
Q4 2022 111 323,995 13F-HR 2/2/2023 000108514623000570 Pasadena Private Wealth, LLC
Q3 2022 103 284,165 13F-HR 11/18/2022 000108514622004194 Pasadena Private Wealth, LLC
Q2 2022 99 292,122 13F-HR 8/8/2022 000108514622002859 Pasadena Private Wealth, LLC
Q1 2022 103 307,122 13F-HR 4/20/2022 000108514622001467 Pasadena Private Wealth, LLC
Q4 2021 118 305,535 13F-HR 2/14/2022 000108514622000991 Pasadena Private Wealth, LLC
Q3 2021 99 285,532 13F-HR 11/8/2021 000108514621003063 Pasadena Private Wealth, LLC
Q2 2021 93 292,211 13F-HR 8/9/2021 000108514621002277 Pasadena Private Wealth, LLC
Q1 2021 96 276,331 13F-HR 4/30/2021 000108514621001386 Pasadena Private Wealth, LLC
Q4 2020 83 264,556 13F-HR 2/10/2021 000108514621000559 Pasadena Private Wealth, LLC
Q3 2020 77 257,641 13F-HR 11/9/2020 000108514620002826 Pasadena Private Wealth, LLC
Q2 2020 79 263,589 13F-HR 8/5/2020 000108514620002006 Pasadena Private Wealth, LLC
Q1 2020 76 242,842 13F-HR 5/4/2020 000108514620001299 Pasadena Private Wealth, LLC
Q4 2019 66 227,952 13F-HR 1/15/2020 000108514620000144 Pasadena Private Wealth, LLC
Q3 2019 60 216,756 13F-HR 10/16/2019 000108514619002555 Pasadena Private Wealth, LLC
Q2 2019 52 211,404 13F-HR 8/6/2019 000108514619002097 Pasadena Private Wealth, LLC
Q1 2019 42 92,397 13F-HR 5/10/2019 000108514619001420 Pasadena Private Wealth, LLC
Q4 2018 34 74,812 13F-HR 2/11/2019 000176538019000019 Pasadena Private Wealth, LLC