Wealth CMT

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Cherry Hill, NJ
CIK
0001802660
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 10 66 13F-HR 7/12/2023 000180266023000002 Wealth CMT
Q1 2023 28 89,862 13F-HR 4/17/2023 000184470723000003 Wealth CMT
Q4 2022 29 188,242 13F-HR 1/13/2023 000180266023000001 Wealth CMT
Q3 2022 28 166,607 13F-HR 10/19/2022 000180266022000004 Wealth CMT
Q2 2022 25 171,665 13F-HR 7/18/2022 000180266022000003 Wealth CMT
Q1 2022 23 196,087 13F-HR 4/25/2022 000180266022000002 Wealth CMT
Q4 2021 21 194,823 13F-HR 1/20/2022 000180266022000001 Wealth CMT
Q3 2021 4 38,544 13F-HR 10/25/2021 000180266021000003 Wealth CMT
Q2 2021 14 153,953 13F-HR 7/21/2021 000173664821000004 Wealth CMT
Q1 2021 19 169,745 13F-HR 4/26/2021 000180266021000002 Wealth CMT
Q4 2020 19 160,301 13F-HR 1/21/2021 000180266021000001 Wealth CMT
Q3 2020 19 134,721 13F-HR 10/30/2020 000180266020000004 Wealth CMT
Q2 2020 19 129,261 13F-HR 7/21/2020 000180266020000003 Wealth CMT
Q1 2020 19 107,790 13F-HR 4/17/2020 000180266020000002 Wealth CMT
Q4 2019 17 112,418 13F-HR 2/7/2020 000180266020000001 Wealth CMT