Archvest Wealth Advisors, Inc.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Walnut Creek, CA
CIK
0001910174
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 47 121,907 13F-HR 7/17/2023 000191017423000003 Archvest Wealth Advisors, Inc.
Q1 2023 45 112,927 13F-HR 5/2/2023 000191017423000002 Archvest Wealth Advisors, Inc.
Q4 2022 41 101,118 13F-HR 2/3/2023 000191017423000001 Archvest Wealth Advisors, Inc.
Q3 2022 42 97,562 13F-HR 11/9/2022 000191017422000004 Archvest Wealth Advisors, Inc.
Q2 2022 37 100,471 13F-HR 7/26/2022 000191017422000003 Archvest Wealth Advisors, Inc.
Q1 2022 40 110,909 13F-HR 5/3/2022 000191017422000002 Archvest Wealth Advisors, Inc.
Q4 2021 44 115,471 13F-HR 2/14/2022 000191017422000001 Archvest Wealth Advisors, Inc.