Monterey Private Wealth, Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Monterey, CA
CIK
0001839826
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 95 198,889 13F-HR 10/10/2023 000183982623000005 Monterey Private Wealth, Inc.
Q2 2023 105 206,406 13F-HR 7/11/2023 000183982623000004 Monterey Private Wealth, Inc.
Q1 2023 101 194,694 13F-HR 4/6/2023 000183982623000003 Monterey Private Wealth, Inc.
Q4 2022 99 185,282 13F-HR 1/20/2023 000183982623000001 Monterey Private Wealth, Inc.
Q3 2022 97 166,897 13F-HR 10/11/2022 000183982622000005 Monterey Private Wealth, Inc.
Q2 2022 102 174,984 13F-HR 7/13/2022 000183982622000004 Monterey Private Wealth, Inc.
Q1 2022 124 207,018 13F-HR 4/7/2022 000183982622000003 Monterey Private Wealth, Inc.
Q4 2021 103 201,894 13F-HR 1/18/2022 000183982622000001 Monterey Private Wealth, Inc.
Q3 2021 98 178,144 13F-HR 10/8/2021 000183982621000010 Monterey Private Wealth, Inc.
Q2 2021 98 174,219 13F-HR 8/30/2021 000183982621000009 Monterey Private Wealth, Inc.
Q1 2021 97 181,683 13F-HR 4/28/2021 000183982621000007 Monterey Private Wealth, Inc.
Q4 2020 91 173,486 RESTATEMENT 2/16/2021 000183982621000002 Monterey Private Wealth, Inc.
Q4 2020 84 146,973 13F-HR 2/11/2021 000183982621000001 Monterey Private Wealth, Inc.
Q3 2020 84 155,486 13F-HR 2/24/2021 000183982621000006 Monterey Private Wealth, Inc.
Q2 2020 69 140,220 13F-HR 2/24/2021 000183982621000005 Monterey Private Wealth, Inc.
Q1 2020 63 117,187 13F-HR 2/24/2021 000183982621000004 Monterey Private Wealth, Inc.
Q4 2019 81 124,621 13F-HR 2/24/2021 000183982621000003 Monterey Private Wealth, Inc.