Topel & Distasi Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Berkeley, CA
CIK
0001880087
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 70 190,727 13F-HR 11/6/2023 000108514623004136 Topel & Distasi Wealth Management, LLC
Q2 2023 72 198,786 13F-HR 8/7/2023 000108514623003149 Topel & Distasi Wealth Management, LLC
Q1 2023 72 191,640 13F-HR 5/12/2023 000108514623002303 Topel & Distasi Wealth Management, LLC
Q4 2022 69 178,531 13F-HR 1/31/2023 000108514623000492 Topel & Distasi Wealth Management, LLC
Q3 2022 70 181,092 13F-HR 11/21/2022 000108514622004196 Topel & Distasi Wealth Management, LLC
Q2 2022 65 172,777 13F-HR 8/4/2022 000108514622002780 Topel & Distasi Wealth Management, LLC
Q1 2022 72 238,732 13F-HR 4/20/2022 000108514622001466 Topel & Distasi Wealth Management, LLC
Q4 2021 74 245,175 13F-HR 2/23/2022 000108514622001202 Topel & Distasi Wealth Management, LLC