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Wealth Enhancement & Preservation of GA, LLC

CIK: 0001803919 | Alpharetta, GA

Q1 2023 vs Q2 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2023
13F-HR48$104.2M2023-07-18SEC ↗
Q1 2023
13F-HR41$83.5M2023-04-11SEC ↗
Q4 2022
13F-HR46$61.3M2023-02-09SEC ↗
Q3 2022
13F-HR53$312.1K2022-10-19SEC ↗
Q2 2022
13F-HR53$345.2K2022-09-22SEC ↗
Q1 2022
13F-HR48$574.2K2022-05-06SEC ↗
Q4 2021
13F-HR49$587.9K2022-02-02SEC ↗
Q3 2021
13F-HR49$2.5M2021-10-19SEC ↗
Q2 2021
13F-HR52$605.4K2021-07-22SEC ↗
Q1 2021
13F-HR51$129.8K2021-04-21SEC ↗
Q4 2020
13F-HR50$3.3M2021-02-02SEC ↗
Q3 2020
13F-HR49$7.5M2020-10-13SEC ↗
Q2 2020
13F-HR47$1.8M2020-09-08SEC ↗
Q1 2020
13F-HR41$105.3K2020-04-27SEC ↗
Q4 2019
13F-HR51$3.2M2020-02-27SEC ↗