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Convergent Wealth Advisors

CIK: 0001491296 | Potomac, MD

Q2 2015 vs Q3 2015 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2015
13F-HR35$442.0K2015-11-16SEC ↗
Q2 2015
13F-HR35$650.4K2015-08-13SEC ↗
Q1 2015
13F-HR47$666.5K2015-05-13SEC ↗
Q4 2014
13F-HR29$806.9K2015-02-10SEC ↗
Q3 2014
13F-HR32$728.5K2014-11-12SEC ↗
Q2 2014
13F-HR31$697.2K2014-08-08SEC ↗
Q1 2014
13F-HR26$627.7K2014-05-14SEC ↗
Q4 2013
13F-HR35$608.1K2014-02-10SEC ↗
Q3 2013
13F-HR34$511.8K2013-11-08SEC ↗
Q2 2013
13F-HR24$548.7K2013-08-13SEC ↗