Filer · Institutional
M Wealth Management,LLC
CIK 0002026150TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 6
Q1 202613F-HR
0001172661-26-002210 · filed 2026-05-15
55
positions
Q4 202513F-HR
0001172661-26-000383 · filed 2026-01-29
48
positions
Q3 202513F-HR
0001172661-25-004346 · filed 2025-10-21
49
positions
Q2 202513F-HR
0001172661-25-003023 · filed 2025-08-11
46
positions
Q1 202513F-HR
0001172661-25-001922 · filed 2025-05-15
46
positions
Q4 202413F-HR
0001172661-25-000326 · filed 2025-01-23
44
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.