Current Market Value 357,174,000
Current Holdings 447
Most Recent File Date 2020-10-22
Total Filings on Record 12
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Price Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2020-10-22 2020-09-30 13F-HR 447 357,174
2020-07-21 2020-06-30 13F-HR 399 337,754
2020-04-16 2020-03-31 13F-HR 420 275,739
2020-01-16 2019-12-31 13F-HR 400 321,052
2019-10-25 2019-09-30 13F-HR 283 306,160
2019-08-08 2019-06-30 13F-HR 282 309,012
2019-04-24 2019-03-31 13F-HR 140 260,554
2019-01-30 2018-12-31 13F-HR 149 237,570
2018-11-02 2018-09-30 13F-HR 148 268,430
2018-08-08 2018-06-30 13F-HR 490 262,992
2018-05-07 2018-03-31 13F-HR 361 167,058
2018-01-29 2017-12-31 13F-HR 333 152,741