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Monterey Private Wealth, Inc.: DMXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on DMXF, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 5,404 DMXF shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,404 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $363,881.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 5,404 shares
    Change vs previous 13F +74 shares

    0.12% of the 13F portfolio, value $349,183.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 5,330 shares
    Change vs previous 13F +148 shares

    0.13% of the 13F portfolio, value $384,003.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 5,182 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $349,439.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 5,106 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $347,871.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 5,106 shares
    Change vs previous 13F +46 shares

    0.15% of the 13F portfolio, value $326,170.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 5,060 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $288,879.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 5,060 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $308,209.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).