Private Wealth Strategies, L.L.C.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
New Albany, OH
CIK
0001803189
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 73 400,734 13F-HR 10/10/2023 000180318923000008 Private Wealth Strategies, L.L.C.
Q2 2023 75 416,009 13F-HR 8/7/2023 000180318923000005 Private Wealth Strategies, L.L.C.
Q1 2023 76 394,891 13F-HR 5/8/2023 000180318923000003 Private Wealth Strategies, L.L.C.
Q4 2022 73 374,743 RESTATEMENT 5/8/2023 000180318923000002 Private Wealth Strategies, L.L.C.
Q4 2022 40 353,229 13F-HR 2/13/2023 000180318923000001 Private Wealth Strategies, L.L.C.
Q3 2022 78 342,691 13F-HR 10/18/2022 000180318922000005 Private Wealth Strategies, L.L.C.
Q2 2022 75 359,093 13F-HR 7/26/2022 000180318922000004 Private Wealth Strategies, L.L.C.
Q1 2022 79 405,301 13F-HR 4/29/2022 000180318922000003 Private Wealth Strategies, L.L.C.
Q4 2021 81 433,820 13F-HR 1/24/2022 000180318922000001 Private Wealth Strategies, L.L.C.
Q3 2021 93 399,130 13F-HR 11/2/2021 000180318921000005 Private Wealth Strategies, L.L.C.
Q2 2021 71 387,835 13F-HR 8/2/2021 000180318921000004 Private Wealth Strategies, L.L.C.
Q1 2021 74 361,102 13F-HR 4/13/2021 000180318921000003 Private Wealth Strategies, L.L.C.
Q4 2020 76 330,324 13F-HR 1/15/2021 000180318921000001 Private Wealth Strategies, L.L.C.
Q3 2020 75 285,340 13F-HR 10/13/2020 000180318920000007 Private Wealth Strategies, L.L.C.
Q2 2020 64 225,810 13F-HR 7/14/2020 000180318920000006 Private Wealth Strategies, L.L.C.
Q1 2020 73 200,525 13F-HR 5/4/2020 000180318920000002 Private Wealth Strategies, L.L.C.
Q4 2019 73 250,624 13F-HR 2/14/2020 000180318920000001 Private Wealth Strategies, L.L.C.