DOPKINS WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Williamsville, NY
CIK
0001904152
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 39 106,799 13F-HR 5/5/2023 000172554723000101 DOPKINS WEALTH MANAGEMENT, LLC
Q4 2022 42 113,612 13F-HR 2/7/2023 000172554723000034 DOPKINS WEALTH MANAGEMENT, LLC
Q3 2022 40 89,249 13F-HR 11/1/2022 000172554722000166 DOPKINS WEALTH MANAGEMENT, LLC
Q2 2022 38 92,591 13F-HR 8/1/2022 000172554722000130 DOPKINS WEALTH MANAGEMENT, LLC
Q1 2022 38 92,110 13F-HR 4/18/2022 000172554722000062 DOPKINS WEALTH MANAGEMENT, LLC
Q4 2021 38 101,329 13F-HR 1/18/2022 000172554722000003 DOPKINS WEALTH MANAGEMENT, LLC