Wealth Enhancement & Preservation of GA, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Alpharetta, GA
CIK
0001803919
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 48 104,164 13F-HR 7/18/2023 000108514623002757 Wealth Enhancement & Preservation of GA, LLC
Q1 2023 41 83,454 13F-HR 4/11/2023 000108514623001612 Wealth Enhancement & Preservation of GA, LLC
Q4 2022 46 61,312 13F-HR 2/9/2023 000108514623000918 Wealth Enhancement & Preservation of GA, LLC
Q3 2022 53 62,318 13F-HR 10/19/2022 000108514622003508 Wealth Enhancement & Preservation of GA, LLC
Q2 2022 53 94,478 13F-HR 9/22/2022 000108514622003221 Wealth Enhancement & Preservation of GA, LLC
Q1 2022 48 129,674 13F-HR 5/6/2022 000108514622001805 Wealth Enhancement & Preservation of GA, LLC
Q4 2021 49 148,302 13F-HR 2/2/2022 000180391922000002 Wealth Enhancement & Preservation of GA, LLC
Q3 2021 49 129,887 13F-HR 10/19/2021 000180391921000011 Wealth Enhancement & Preservation of GA, LLC
Q2 2021 52 135,846 13F-HR 7/22/2021 000180391921000009 Wealth Enhancement & Preservation of GA, LLC
Q1 2021 51 129,842 13F-HR 4/20/2021 000180391921000007 Wealth Enhancement & Preservation of GA, LLC
Q4 2020 50 115,859 13F-HR 2/2/2021 000180391921000002 Wealth Enhancement & Preservation of GA, LLC
Q3 2020 49 96,921 13F-HR 10/13/2020 000180391920000004 Wealth Enhancement & Preservation of GA, LLC
Q2 2020 47 80,582 13F-HR 9/8/2020 000180391920000002 Wealth Enhancement & Preservation of GA, LLC
Q1 2020 41 105,322 13F-HR 4/27/2020 000160704520000056 Wealth Enhancement & Preservation of GA, LLC
Q4 2019 51 195,694 13F-HR 2/27/2020 000160704520000038 Wealth Enhancement & Preservation of GA, LLC