Filing History
Monterey Private Wealth, Inc.
9 parsed filings · CIK 0001839826
- 13F HOLDINGS REPORTQ/E Mar 2025138 pos · $339.5MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024141 pos · $303.3MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024124 pos · $293.5MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024118 pos · $267.5MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024112 pos · $249.1MSEC
- 13F HOLDINGS REPORTQ/E Dec 202395 pos · $198.9MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023105 pos · $206.4MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023101 pos · $194.7MSEC
- 13F HOLDINGS REPORTQ/E Mar 202399 pos · $185.3MSEC