Filer · Institutional
Topel & Distasi Wealth Management,LLC
CIK 0001880087TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001880087-26-000003 · filed 2026-05-07
58
positions
Q4 202513F-HR
0001880087-26-000002 · filed 2026-02-09
61
positions
Q3 202513F-HR
0001880087-25-000007 · filed 2025-11-10
61
positions
Q2 202513F-HR
0001880087-25-000004 · filed 2025-08-07
60
positions
Q1 202513F-HR
0001880087-25-000003 · filed 2025-05-09
73
positions
Q4 202413F-HR
0001880087-25-000002 · filed 2025-01-31
78
positions
Q3 202413F-HR
0001880087-24-000001 · filed 2024-11-12
78
positions
Q2 202413F-HR
0001085146-24-003690 · filed 2024-08-09
76
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.