Southern Wealth Management, LLP

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Dallas, TX
CIK
0001811579
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 61 257,568 13F-HR 5/12/2023 000110465923059541 Southern Wealth Management, LLP
Q4 2022 59 248,894 13F-HR 2/13/2023 000110465923019529 Southern Wealth Management, LLP
Q3 2022 58 248,609 13F-HR 11/14/2022 000110465922117842 Southern Wealth Management, LLP
Q2 2022 55 261,079 13F-HR 8/11/2022 000110465922089171 Southern Wealth Management, LLP
Q1 2022 57 307,034 13F-HR 5/16/2022 000110465922060990 Southern Wealth Management, LLP
Q4 2021 56 252,706 13F-HR 2/10/2022 000110465922019250 Southern Wealth Management, LLP
Q3 2021 55 340,128 13F-HR 11/15/2021 000110465921138799 Southern Wealth Management, LLP
Q2 2021 55 346,727 13F-HR 8/13/2021 000110465921105042 Southern Wealth Management, LLP
Q1 2021 55 303,599 13F-HR 5/17/2021 000110465921067534 Southern Wealth Management, LLP
Q4 2020 57 263,786 13F-HR 2/16/2021 000110465921023423 Southern Wealth Management, LLP
Q3 2020 52 271,399 13F-HR 11/25/2020 000110465920129604 Southern Wealth Management, LLP
Q2 2020 58 514,468 13F-HR 8/14/2020 000110465920095164 Southern Wealth Management, LLP
Q1 2020 55 480,180 13F-HR 5/14/2020 000110465920061351 Southern Wealth Management, LLP
Q4 2019 57 533,255 13F-HR 5/14/2020 000110465920061349 Southern Wealth Management, LLP