Talon Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
The Villages, FL
CIK
0001990467
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 295 478,547 BKAG, DRSK, VGSH, MBB RESTATEMENT 4/1/2025 000199046725000003
Q3 2024 297 475,261 BKAG, DRSK, VGSH, MBB 13F-HR 4/1/2025 000199046725000004
Additional filings from Talon Private Wealth, LLC that have since been restated