Current Market Value 0
Current Holdings 0
Most Recent File Date 2023-01-18
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Highland Private Wealth Management . 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)
2023-01-18 2022-12-31 13F-HR 0 0
2022-10-17 2022-09-30 13F-HR 183 619,851
2022-07-14 2022-06-30 13F-HR 187 650,243
2022-04-28 2022-03-31 13F-HR 188 749,632
2022-01-24 2021-12-31 13F-HR 188 789,510
2021-10-21 2021-09-30 13F-HR 175 707,710
2021-08-03 2021-06-30 13F-HR 170 675,107
2021-04-12 2021-03-31 13F-HR 156 607,582
2021-02-08 2020-12-31 13F-HR 141 578,888
2020-10-08 2020-09-30 13F-HR 132 509,368
2020-07-21 2020-06-30 13F-HR 133 464,948
2020-04-22 2020-03-31 13F-HR 116 365,778
2020-02-10 2019-12-31 13F-HR 131 417,298
2019-11-13 2019-09-30 13F-HR 122 358,679
2019-08-13 2019-06-30 13F-HR 126 350,173
2019-05-06 2019-03-31 13F-HR 119 319,639
2019-02-12 2018-12-31 13F-HR 99 266,784
2018-10-17 2018-09-30 13F-HR 103 300,719
2018-08-07 2018-06-30 13F-HR 100 280,190
2018-04-30 2018-03-31 13F-HR 100 162,210
2018-01-26 2017-12-31 13F-HR 95 249,181
2017-11-09 2017-09-30 13F-HR 92 233,063
2017-08-14 2017-06-30 13F-HR 85 209,413
2017-05-05 2017-03-31 13F-HR 74 194,366
2017-02-07 2016-12-31 13F-HR 79 194,722
2016-11-10 2016-09-30 13F-HR 77 195,455
2016-08-12 2016-06-30 13F-HR 76 177,841
2016-05-16 2016-03-31 13F-HR 73 169,191
2016-02-16 2015-12-31 13F-HR 42 139,995