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Monterey Private Wealth, Inc.: GOOG position timeline

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

Monterey Private Wealth, Inc. held 11,814 GOOG 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 11,814 shares
    Change vs previous 13F +177 shares

    0.54% of the 13F portfolio, value $1,845,662.

    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 11,637 shares
    Change vs previous 13F +1,161 shares

    0.73% of the 13F portfolio, value $2,216,172.

    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 10,476 shares
    Change vs previous 13F -298 shares

    0.6% of the 13F portfolio, value $1,751,464.

    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 10,774 shares
    Change vs previous 13F +201 shares

    0.74% of the 13F portfolio, value $1,976,234.

    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 10,573 shares
    Change vs previous 13F +115 shares

    0.65% of the 13F portfolio, value $1,609,845.

    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 10,458 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,473,846.

    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 10,458 shares
    Change vs previous 13F +68 shares

    0.69% of the 13F portfolio, value $1,378,887.

    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 10,390 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,256,878.

    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).