Notify me when FirstPurpose Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 207 | $275M | +$17.3M | -$13.1M | +$4.15M | DFAU, DFAC, DFAI, DFCF, BND | 13F-HR | 22 Apr 2024, 19:49 |
| Q4 2023 | 212 | $263M | +$27.3M | -$15.1M | +$12.3M | DFAU, DFAC, DFAI, DFCF, BND | 13F-HR | 22 Apr 2024, 19:49 |
| Q3 2023 | 197 | $232M | +$15M | -$5.11M | +$9.9M | DFAU, DFAC, DFAI, BND, DFCF | 13F-HR | 30 Oct 2023, 11:19 |
| Q2 2023 | 197 | $234M | +$31.8M | -$4.79M | +$27M | DFAC, DFAU, DFAI, BND, DFCF | 13F-HR | 21 Jul 2023, 15:14 |
| Q1 2023 | 190 | $203M | +$23.6M | -$3.92M | +$19.7M | DFAC, DFAU, DFAI, BND, PFF | 13F-HR | 03 May 2023, 11:16 |
| Q4 2022 | 184 | $179M | +$30.8M | -$4.72M | +$26.1M | DFAC, DFAU, DFAI, BND, PFF | 13F-HR | 26 Jan 2023, 11:30 |
| Q3 2022 | 154 | $152M | +$22.2M | -$3.29M | +$18.9M | DFAC, DFAU, PFF, DFAI, NCNO | 13F-HR | 24 Oct 2022, 10:22 |
| Q2 2022 | 141 | $149M | +$57.2M | -$2.47M | +$54.7M | DFAC, DFAU, PFF, PECO, DFAI | 13F-HR | 25 Jul 2022, 12:30 |
| Q1 2022 | 139 | $128M | +$25.9M | -$5.59M | +$20.3M | DFAU, PFF, NCNOXXXX, DFAI, BND | 13F-HR | 18 Apr 2022, 12:33 |
| Q4 2021 | 146 | $159M | DFAC, DFAU, NCNOXXXX, PFF, PRG | 13F-HR | 24 Feb 2022, 14:11 |