CAPITAL PERFORMANCE ADVISORS LLP

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Walnut Creek, CA
CIK
0001905663
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 56 196,448 13F-HR 11/2/2023 000172554723001701 CAPITAL PERFORMANCE ADVISORS LLP
Q2 2023 59 202,604 13F-HR 8/10/2023 000172554723000227 CAPITAL PERFORMANCE ADVISORS LLP
Q1 2023 53 186,040 13F-HR 5/8/2023 000172554723000117 CAPITAL PERFORMANCE ADVISORS LLP
Q4 2022 51 174,157 13F-HR 2/6/2023 000172554723000013 CAPITAL PERFORMANCE ADVISORS LLP
Q3 2022 46 154,970 13F-HR 10/26/2022 000172554722000162 CAPITAL PERFORMANCE ADVISORS LLP
Q2 2022 49 162,714 13F-HR 7/25/2022 000172554722000116 CAPITAL PERFORMANCE ADVISORS LLP
Q1 2022 54 175,192 13F-HR 4/14/2022 000172554722000054 CAPITAL PERFORMANCE ADVISORS LLP
Q4 2021 49 165,211 13F-HR 1/28/2022 000172554722000021 CAPITAL PERFORMANCE ADVISORS LLP