WEALTHGARDEN F.S. LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$103M
Signature - Title
Jade Eagles - Chief Compliance Officer
Location
El Segundo, CA
Summary
This page shows a list of all the recent 13F filings made by WEALTHGARDEN F.S. LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTHGARDEN F.S. LLC reported 119 stock holdings with total value $103M as of Q3 2024. Top holdings included IVV, QUAL, IVW, NVDA, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 119 $103M +$11.9M -$8.66M +$3.28M IVV, QUAL, IVW, NVDA, DYNF Restatement 11/14/2024, 01:14 PM
Q2 2024 113 $94.9M $0 $0 IVV, QUAL, IVW, NVDA, DYNF 13F-HR 8/7/2024, 07:20 PM