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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001976010-23-000002
Filing Date
2023-05-04
Accepted
2023-05-04 09:10:10
Documents
2
Period of Report
2023-03-31
Effectiveness Date
2023-05-04

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1976
2 InstrumentalWealth_13f.html INFORMATION TABLE  
2 InstrumentalWealth_13f.xml INFORMATION TABLE 13606
  Complete submission text file 0001976010-23-000002.txt   16776
Mailing Address 1 N DALE MABRY HWY STE 1000 TAMPA FL 33609
Business Address 1 N DALE MABRY HWY STE 1000 TAMPA FL 33609 8135787001
INSTRUMENTAL WEALTH, LLC (Filer) CIK: 0001976010 (see all company filings)

IRS No.: 853081152 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23202 | Film No.: 23886804