MA Private Wealth

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Carlos, CA
CIK
0001767474
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 72 423,204 13F-HR 10/27/2023 000176538023000189 MA Private Wealth
Q2 2023 69 431,227 13F-HR 8/9/2023 000176538023000164 MA Private Wealth
Q1 2023 65 411,425 13F-HR 5/4/2023 000176538023000097 MA Private Wealth
Q4 2022 80 414,658 13F-HR 2/7/2023 000176538023000022 MA Private Wealth
Q3 2022 70 402,373 13F-HR 10/25/2022 000176538022000131 MA Private Wealth
Q2 2022 65 410,555 13F-HR 7/14/2022 000176538022000091 MA Private Wealth
Q1 2022 85 548,111 13F-HR 5/4/2022 000176538022000059 MA Private Wealth
Q4 2021 91 557,040 13F-HR 1/18/2022 000176538022000002 MA Private Wealth
Q3 2021 87 509,193 13F-HR 11/2/2021 000176538021000106 MA Private Wealth
Q2 2021 90 503,048 13F-HR 7/22/2021 000176538021000073 MA Private Wealth
Q1 2021 90 479,707 13F-HR 4/26/2021 000176538021000040 MA Private Wealth
Q4 2020 66 437,377 13F-HR 1/11/2021 000176538021000006 MA Private Wealth
Q3 2020 83 423,921 13F-HR 10/26/2020 000176538020000085 MA Private Wealth
Q2 2020 82 399,996 13F-HR 7/14/2020 000176538020000062 MA Private Wealth
Q1 2020 83 340,286 13F-HR 4/16/2020 000176538020000037 MA Private Wealth
Q4 2019 73 325,822 13F-HR 1/27/2020 000176538020000015 MA Private Wealth
Q3 2019 84 355,856 13F-HR 10/10/2019 000176538019000101 MA Private Wealth
Q2 2019 88 343,126 13F-HR 7/17/2019 000176538019000068 MA Private Wealth
Q1 2019 91 315,100 13F-HR 4/24/2019 000176538019000044 MA Private Wealth
Q4 2018 96 263,542 13F-HR 2/8/2019 000176538019000013 MA Private Wealth