Current Market Value 394,152,600,000
Current Holdings 256
Most Recent File Date 2023-01-26
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by YorkBridge Wealth Partners, 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)
2023-01-26 2022-12-31 13F-HR 256 394,152,600
2022-10-18 2022-09-30 13F-HR 274 387,818
2022-07-15 2022-06-30 13F-HR 278 382,483
2022-04-15 2022-03-31 13F-HR 284 455,784
2022-01-19 2021-12-31 13F-HR 280 446,155
2021-10-22 2021-09-30 13F-HR 259 397,416
2021-07-22 2021-06-30 13F-HR 246 383,017
2021-04-15 2021-03-31 13F-HR 240 338,418
2021-01-19 2020-12-31 13F-HR 215 298,613
2020-10-19 2020-09-30 13F-HR 178 238,074
2020-07-20 2020-06-30 13F-HR 171 218,742
2020-04-16 2020-03-31 13F-HR 154 162,593
2020-01-17 2019-12-31 13F-HR 183 218,173
2019-10-21 2019-09-30 13F-HR 170 198,478
2019-07-18 2019-06-30 13F-HR 772 225,052
2019-05-09 2019-03-31 13F-HR 772 216,902
2019-02-14 2018-12-31 13F-HR 763 188,919
2018-11-14 2018-09-30 13F-HR 774 218,468
2018-08-10 2018-06-30 13F-HR 868 228,039
2018-05-15 2018-03-31 13F-HR 861 217,202
2018-02-12 2017-12-31 13F-HR 890 207,144
2017-10-27 2017-09-30 13F-HR 905 192,785
2017-08-14 2017-06-30 13F-HR 899 188,324
2017-05-05 2017-03-31 13F-HR 891 191,137
2017-05-05 2016-12-31 13F-HR 908 169,386