Elk River Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Denver, CO
CIK
0001844107
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 110 520,381 SDY, IJR, RSP, IVV 13F-HR 1/18/2024 000195175724000077
Q3 2023 104 452,003 SDY, IJR, RSP, IVV 13F-HR 10/10/2023 000195175723000525
Q2 2023 108 467,081 SDY, IJR, RSP, IVV 13F-HR 7/17/2023 000195175723000364
Q1 2023 108 440,611 SDY, IJR, RSP, IVV 13F-HR 4/12/2023 000195175723000149
Q4 2022 108 413,070 SDY, RSP, IJR, IVV RESTATEMENT 1/19/2023 000195175723000030
Q3 2022 98 378,809 SDY, IJR, RSP, AAPL 13F-HR 10/17/2022 000184410722000005
Q2 2022 106 395,454 SDY, RSP, IJR, AAPL 13F-HR 7/11/2022 000184410722000004
Q1 2022 117 457,804 SDY, RSP, AAPL, IJR 13F-HR 4/18/2022 000184410722000003
Q4 2021 128 441,630 RSP, SDY, IJR, AAPL RESTATEMENT 2/10/2022 000184410722000002
Q3 2021 122 395,357 RSP, SDY, IJR, IVV 13F-HR 11/15/2021 000184410721000004
Q2 2021 124 386,056 RSP, SDY, IJR, IVV 13F-HR 7/22/2021 000184410721000003
Q1 2021 123 351,193 RSP, SDY, IJR, IVV 13F-HR 4/27/2021 000184410721000002
Q4 2020 119 302,588 RSP, SDY, AAPL, IVV 13F-HR 2/8/2021 000184410721000001
Additional filings from Elk River Wealth Management, LLC that have since been restated