Priebe Wealth Holdings LLC

Q4 2023 13F Holdings Report, Stock Holdings

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
What this filing covers

Period

Q4 2023

Calendar quarter covered by the filing.

13F holdings

64

Parsed equity rows, excluding option-only view rows.

Reported value

$121,788,581

SEC Form 13F market value, not total AUM.

Accepted by SEC

26 Jan 2024

EDGAR acceptance date.

How to read this filing
  • Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
  • Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
  • SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Jason Priebe - Chief Compliance Officer
Manager location
Maple Grove, MN
Source evidence Original filing metadata and source links for verification. 4 source fields
Accepted by SEC
26 Jan 2024, 14:53:17 UTC
SEC form
13F-HR
Next SEC filing
Q1 2024 - 12 Apr 2024
Source filing
View source filing

Key filing fact

Priebe Wealth Holdings LLC reported $121,788,581 across 64 holdings in Q4 2023.

Key facts

  • Priebe Wealth Holdings LLC reported 13f holdings report, stock holdings for Q4 2023.
  • 13F holdings value: $121,788,581.
  • 64 holdings are listed in this filing snapshot.

Change

  • No earlier comparable filing is available in this series.
  • This page will show quarter-over-quarter deltas once prior reports are present.

Research use

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

View source filing

13F holdings

13F holdings

Security, weight, value, share count, and activity in one filing-backed table.

Holdings
64
Value
$121,788,581
Period
Q4 2023
Sym Weight Trade Impact Company Class Share Change Activity Value change SEC-reported value SEC-reported price Shares Principal
SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
* marks a reported price that did not pass the local price check.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jason Priebe Chief Compliance Officer Maple Grove, Minnesota 26 Jan 2024
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