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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001791996-21-000004
Filing Date
2021-02-05
Accepted
2021-02-05 14:16:16
Documents
2
Period of Report
2020-12-31
Effectiveness Date
2021-02-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1927
2 MWM 4Q2020 MWM.20210204_4Q2020.html INFORMATION TABLE  
2 MWM 4Q2020 MWM.20210204_4Q2020.xml INFORMATION TABLE 73926
  Complete submission text file 0001791996-21-000004.txt   77032
Mailing Address 1777 NE LOOP 410 SUITE 200 SAN ANTONIO TX 78217
Business Address 1777 NE LOOP 410 SUITE 200 SAN ANTONIO TX 78217 210-736-7717
MONTICELLO WEALTH MANAGEMENT, LLC (Filer) CIK: 0001791996 (see all company filings)

IRS No.: 474748357
Type: 13F-HR | Act: 34 | File No.: 028-20583 | Film No.: 21595481