• 13F History

PR Wealth Management Group

13F Filings History

Latest 13F report
Q4 2024 - Feb 20, 2025
Signature - Title
Joshua Robinson - CCO
Location
East Moline, IL
Summary
This page shows a list of all the recent 13F filings made by PR Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forum Financial Management, LP is reporting for PR Wealth Management Group.

Forum Financial Management, LP is reporting for PR Wealth Management Group:

Name Holdings Value Location File Number
Forum Financial Management, LP $6.04B Lombard, IL 028-22291