TPB WEALTH ADVISORS

Business address
1900 Nw Loop 410, San Antonio, TX, 78213
Top securities (13F)
IVV, TLT, IWB, TIP, IAU, VOO, HYG, AAPL, IEFA, RPV, KWEB, GSG, VEA, TMF, ICLN, HDV, IJR, FINX, FTAI, and VNM
State of incorporation
TX
Fiscal year end
31 December
Former names
ASPIREON WEALTH ADVISORS (to 29 Jul 2022)
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TPB WEALTH ADVISORS has filed 11 SEC EDGAR filings since 23 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 May 2023 31 Mar 2023 028-21068
13F-HR Open Document Open Filing 08 Feb 2023 31 Dec 2022 028-21068
13F-HR/A Open Document Open Filing 18 Nov 2022 30 Sep 2022 028-21068
13F-HR Open Document Open Filing 15 Nov 2022 30 Sep 2022 028-21068
13F-HR Open Document Open Filing 29 Jul 2022 30 Jun 2022 028-21068
13F-HR Open Document Open Filing 11 May 2022 31 Mar 2022 028-21068
13F-HR Open Document Open Filing 15 Feb 2022 31 Dec 2021 028-21068
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-21068
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-21068
13F-HR Open Document Open Filing 19 Apr 2021 31 Mar 2021 028-21068
13F-HR Open Document Open Filing 23 Feb 2021 31 Dec 2020 028-21068