Current Market Value 57,311,823
Current Holdings 71
Most Recent File Date 2023-10-05
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Qp Wealth Management, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-10-05 2023-09-30 13F-HR 71 57,312
2023-07-13 2023-06-30 13F-HR 68 63,065
2023-04-25 2023-03-31 13F-HR 64 61,060
2023-01-17 2022-12-31 13F-HR 68 64,193
2022-10-12 2022-09-30 13F-HR 63 69,490
2022-07-08 2022-06-30 13F-HR 71 72,986
2022-04-18 2022-03-31 13F-HR 71 89,500
2022-01-13 2021-12-31 13F-HR 72 94,314
2021-11-05 2021-09-30 13F-HR 72 93,221
2021-07-13 2021-06-30 13F-HR 71 97,712
2021-04-28 2021-03-31 13F-HR 68 91,927
2021-01-15 2020-12-31 13F-HR 69 90,615
2020-10-08 2020-09-30 13F-HR 64 78,138
2020-07-08 2020-06-30 13F-HR 58 72,335
2020-04-29 2020-03-31 13F-HR 62 68,991
2020-02-11 2019-12-31 13F-HR 84 82,024