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Monterey Private Wealth, Inc.: GOOGL position timeline

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

Monterey Private Wealth, Inc. held 16,953 GOOGL 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 16,953 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,621,547.

    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 16,953 shares
    Change vs previous 13F -546 shares

    1.06% of the 13F portfolio, value $3,209,114.

    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 17,499 shares
    Change vs previous 13F -268 shares

    0.99% of the 13F portfolio, value $2,902,169.

    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 17,767 shares
    Change vs previous 13F +946 shares

    1.21% of the 13F portfolio, value $3,236,195.

    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 16,821 shares
    Change vs previous 13F +134 shares

    1.02% of the 13F portfolio, value $2,538,794.

    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 16,687 shares
    Change vs previous 13F -21 shares

    1.05% of the 13F portfolio, value $2,331,007.

    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 16,708 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $2,186,409.

    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 16,708 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,999,948.

    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).