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Southern Wealth Management, LLP

CIK: 0001811579 | Dallas, TX

Q4 2022 vs Q1 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2023
13F-HR61$257.6M2023-05-12SEC ↗
Q4 2022
13F-HR59$248.9M2023-02-13SEC ↗
Q3 2022
13F-HR58$248.6K2022-11-14SEC ↗
Q2 2022
13F-HR55$261.1K2022-08-11SEC ↗
Q1 2022
13F-HR57$307.0K2022-05-16SEC ↗
Q4 2021
13F-HR56$252.7K2022-02-10SEC ↗
Q3 2021
13F-HR55$340.1K2021-11-15SEC ↗
Q2 2021
13F-HR55$346.7K2021-08-13SEC ↗
Q1 2021
13F-HR55$303.6K2021-05-17SEC ↗
Q4 2020
13F-HR57$263.8K2021-02-16SEC ↗
Q3 2020
13F-HR52$271.4K2020-11-25SEC ↗
Q2 2020
13F-HR58$730.3K2020-08-14SEC ↗
Q1 2020
13F-HR55$480.2K2020-05-14SEC ↗
Q4 2019
13F-HR57$776.0K2020-05-14SEC ↗