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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-24-002288
Filing Date
2024-05-07
Accepted
2024-05-06 21:52:09
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2098
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 45674
  Complete submission text file 0001085146-24-002288.txt   49045
Mailing Address 2907 CLAREMONT AVE, SUITE 111 BERKELEY CA 94705
Business Address 2907 CLAREMONT AVE, SUITE 111 BERKELEY CA 94705 (510) 898-1270
Topel & Distasi Wealth Management, LLC (Filer) CIK: 0001880087 (see all company filings)

IRS No.: 463599505 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22315 | Film No.: 24919378