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Cardinal Point Wealth Management Partners, LLC

CIK: 0001909054 | IRVINE, CA

Q4 2022 vs Q1 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2023Amended
13F-HR/A80$329.2M2023-05-10SEC ↗
Q4 2022Amended
13F-HR/A69$289.6M2023-02-08SEC ↗
Q3 2022
13F-HR49$1.4M2022-11-03SEC ↗
Q2 2022
13F-HR50$3.2M2022-07-19SEC ↗
Q1 2022
13F-HR51$5.1M2022-05-02SEC ↗
Q4 2021
13F-HR49$7.7M2022-02-10SEC ↗