Recent Filings
- 13F-HR162.7 KBEARNED WEALTH ADVISORS, LLCOct 22, 8:11 AM ET·0001905663-25-000009
- 13F-HR128.8 KBEARNED WEALTH ADVISORS, LLCAug 4, 2:11 PM ET·0001905663-25-000007
- 13F-HR123.3 KBEARNED WEALTH ADVISORS, LLCMay 9, 11:07 AM ET·0001905663-25-000005
- 13F-HR82.0 KBCAPITAL PERFORMANCE ADVISORS LLPJan 31, 8:09 AM ET·0001905663-25-000001
- 13F-HR1.3 MBCAPITAL PERFORMANCE ADVISORS LLPNov 1, 7:59 AM ET·0001905663-24-000003
- 13F-HR59.9 KBCAPITAL PERFORMANCE ADVISORS LLPAug 1, 6:02 PM ET·0001085146-24-003425
- 13F-HR52.1 KBCAPITAL PERFORMANCE ADVISORS LLPApr 26, 12:35 PM ET·0001085146-24-002069
- 13F-HR51.3 KBCAPITAL PERFORMANCE ADVISORS LLPFeb 6, 5:23 PM ET·0001085146-24-000779
- 13F-HR27.9 KBCAPITAL PERFORMANCE ADVISORS LLPNov 2, 1:54 PM ET·0001725547-23-001701
- 13F-HR29.1 KBCAPITAL PERFORMANCE ADVISORS LLPAug 10, 5:42 PM ET·0001725547-23-000227
Insiders
0No insiders on record
Tickers
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Addresses
business
165 LENNON LANE SUITE 200
WALNUT CREEK, CA, 94598
mailing
165 LENNON LANE SUITE 200
WALNUT CREEK, CA, 94598
Former Names
- CAPITAL PERFORMANCE ADVISORS LLP2025-01-31