StrongBox Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Lee's Summit, MO
CIK
0001812155
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 81 157,088 13F-HR 10/10/2023 000181215523000004 StrongBox Wealth, LLC
Q2 2023 84 158,505 13F-HR 7/24/2023 000181215523000003 StrongBox Wealth, LLC
Q1 2023 86 149,007 13F-HR 4/21/2023 000181215523000002 StrongBox Wealth, LLC
Q4 2022 78 141,365 13F-HR 1/18/2023 000108514623000215 StrongBox Wealth, LLC
Q3 2022 79 137,963 13F-HR 10/14/2022 000108514622003420 StrongBox Wealth, LLC
Q2 2022 82 154,688 13F-HR 7/15/2022 000108514622002414 StrongBox Wealth, LLC
Q1 2022 87 175,384 13F-HR 4/14/2022 000108514622001413 StrongBox Wealth, LLC
Q4 2021 100 200,187 13F-HR 1/13/2022 000108514622000111 StrongBox Wealth, LLC
Q3 2021 100 178,238 13F-HR 11/12/2021 000108514621003122 StrongBox Wealth, LLC
Q2 2021 97 174,474 13F-HR 8/9/2021 000108514621002303 StrongBox Wealth, LLC
Q1 2021 97 161,364 13F-HR 5/28/2021 000108514621001820 StrongBox Wealth, LLC
Q4 2020 89 154,334 13F-HR 2/2/2021 000108514621000393 StrongBox Wealth, LLC
Q3 2020 80 136,541 13F-HR 10/20/2020 000108514620002575 StrongBox Wealth, LLC
Q2 2020 81 109,706 13F-HR 7/30/2020 000108514620001913 StrongBox Wealth, LLC
Q1 2020 77 88,153 13F-HR 5/15/2020 000108514620001522 StrongBox Wealth, LLC