TCWP LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Beachwood, OH
CIK
0001907375
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 103 131,301 13F-HR 10/24/2023 000117266123003489 TCWP LLC
Q2 2023 178 468,265 13F-HR 8/11/2023 000117266123002919 TCWP LLC
Q1 2023 245 527,263 13F-HR 5/15/2023 000117266123002217 TCWP LLC
Q4 2022 257 492,615 13F-HR 2/13/2023 000117266123000786 TCWP LLC
Q3 2022 265 471,603 13F-HR 11/14/2022 000160658722002341 TCWP LLC
Q2 2022 262 469,670 13F-HR 8/15/2022 000160658722001793 TCWP LLC
Q1 2022 1,976 549,894 13F-HR 5/10/2022 000160658722001069 TCWP LLC
Q4 2021 260 503,904 13F-HR 6/13/2022 000160658722001276 TCWP LLC