COOK WEALTH MANAGEMENT GROUP LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Raleigh, NC
CIK
0001910185
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 52 130,358 13F-HR 10/31/2023 000195175723000651 COOK WEALTH MANAGEMENT GROUP LLC
Q2 2023 51 129,808 13F-HR 7/31/2023 000195175723000447 COOK WEALTH MANAGEMENT GROUP LLC
Q1 2023 48 117,421 13F-HR 5/4/2023 000195175723000246 COOK WEALTH MANAGEMENT GROUP LLC
Q4 2022 43 103,758 13F-HR 2/13/2023 000191018523000001 COOK WEALTH MANAGEMENT GROUP LLC
Q3 2022 43 91,965 13F-HR 11/14/2022 000195175722000011 COOK WEALTH MANAGEMENT GROUP LLC
Q2 2022 47 97,302 13F-HR 8/12/2022 000191018522000003 COOK WEALTH MANAGEMENT GROUP LLC
Q1 2022 43 94,751 13F-HR 5/13/2022 000191018522000002 COOK WEALTH MANAGEMENT GROUP LLC
Q4 2021 39 97,461 13F-HR 2/10/2022 000191018522000001 COOK WEALTH MANAGEMENT GROUP LLC