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 2026-06-30 on 2026-07-27.
Filed (acceptance time not in the bulk data set), ingested 13F-NT 0001172661-26-002820
This filer reports no holdings of its own for Q2 2026. 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 Q1 2026 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 Q2 2026 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 0001172661-26-002820 | notice | 2026-07-27 | acceptance time not in the bulk data set |