13F Filings History of Advisor Share Wealth Management, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Location
Vancouver, WA
Summary
This page shows a list of all the recent 13F filings made by Advisor Share Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Synergy Asset Management, LLC is reporting for Advisor Share Wealth Management, LLC.

Notify me when Advisor Share Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐

Synergy Asset Management, LLC is reporting for Advisor Share Wealth Management, LLC:

Name Holdings Value Location File Number
Synergy Asset Management, LLC $961,550,391 Vancouver, WA 028-20757