Wiss Private Client Advisors, LLC
Follow13F filer, CIK 2057212, Florham Park, NJ
Wiss Private Client Advisors, LLC filed a 13F-NT notice for the quarter ended 2025-03-31 on 2025-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-NT 0001172661-25-002073
This filer reports no holdings of its own for Q1 2025. It filed a 13F-NT notice, and its holdings are in the report of
- 55I, LLC
- (CIK 1173475)
- Aperio Group, LLC
- GOLDMAN SACHS ASSET MANAGEMENT, L.P.
- PARAMETRIC PORTFOLIO ASSOCIATES LLC
- NEUBERGER BERMAN INVESTMENT ADVISERS LLC
- BlackRock Investment Management, LLC
- Nuveen Asset Management, LLC
- GW&K Investment Management, LLC
- PACIFIC INVESTMENT MANAGEMENT CO LLC
Changes against Q4 2024 are not shown: it was a notice, with the holdings in another manager's report (0 positions on file), so every position would read as new.
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-NT 0001172661-25-002073 | notice | 2025-05-15 | acceptance time not in the bulk data set |