Imprint Wealth LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Mount Pleasant, SC
CIK
0001972653
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 303 412,355 UNP, MSFT, VTI, AAPL 13F-HR 5/10/2024 000195175724000451
Q4 2023 155 124,445 XOM, MSFT, AMZN, TFC 13F-HR 1/30/2024 000195175724000172
Q3 2023 152 118,254 XOM, MSFT, AMZN, AAPL 13F-HR 11/14/2023 000195175723000705
Q2 2023 170 158,651 XOM, MSFT, CVX, AAPL RESTATEMENT 8/17/2023 000195175723000515
Q1 2023 158 152,010 XOM, AAPL, CVX, MSFT 13F-HR 5/15/2023 000195175723000312
Additional filings from Imprint Wealth LLC that have since been restated