FirstPurpose Wealth LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Orem, UT
CIK
0001913420
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 190 202,866 13F-HR 5/3/2023 000191342023000002 FirstPurpose Wealth LLC
Q4 2022 184 179,115 13F-HR 1/26/2023 000191342023000001 FirstPurpose Wealth LLC
Q3 2022 154 151,777 13F-HR 10/24/2022 000191342022000004 FirstPurpose Wealth LLC
Q2 2022 141 148,795 13F-HR 7/25/2022 000191342022000003 FirstPurpose Wealth LLC
Q1 2022 139 128,254 13F-HR 4/18/2022 000191342022000002 FirstPurpose Wealth LLC
Q4 2021 146 159,222 13F-HR 2/24/2022 000191342022000001 FirstPurpose Wealth LLC