IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ML & R Wealth Management LLC

CIK: 0001903320 | AUSTIN, TX

Q4 2023 vs Q1 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2024
13F-HR70$435.2M2024-05-14SEC ↗
Q4 2023
13F-HR73$441.7M2024-02-09SEC ↗
Q3 2023
13F-HR68$382.9M2023-11-02SEC ↗
Q2 2023
13F-HR95$453.4M2023-08-08SEC ↗
Q1 2023
13F-HR72$373.8M2023-05-05SEC ↗
Q4 2022
13F-HR58$334.6M2023-02-06SEC ↗
Q3 2022
13F-HR67$10.0M2022-10-26SEC ↗
Q2 2022
13F-HR53$7.1M2022-07-25SEC ↗
Q1 2022
13F-HR53$5.2M2022-04-18SEC ↗
Q4 2021
13F-HR51$2.4M2022-02-02SEC ↗