Westwood Wealth Management

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Los Angeles, CA
CIK
0001861125
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 40 151,187 13F-HR 11/8/2023 000186112523000004 Westwood Wealth Management
Q2 2023 45 141,963 13F-HR 7/26/2023 000186112523000003 Westwood Wealth Management
Q1 2023 44 112,220 13F-HR 4/25/2023 000186112523000002 Westwood Wealth Management
Q4 2022 44 83,246 13F-HR 2/14/2023 000186112523000001 Westwood Wealth Management
Q3 2022 43 111,250 13F-HR 11/14/2022 000186112522000004 Westwood Wealth Management
Q2 2022 40 86,685 13F-HR 8/5/2022 000186112522000003 Westwood Wealth Management
Q1 2022 51 257,604 13F-HR 5/11/2022 000186112522000002 Westwood Wealth Management
Q4 2021 50 234,549 13F-HR 2/14/2022 000186112522000001 Westwood Wealth Management