Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001976010-24-000011
Filing Date
2024-10-15
Accepted
2024-10-15 11:34:53
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-10-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1982
2 InstrumentalWealth_13f.html INFORMATION TABLE  
2 InstrumentalWealth_13f.xml INFORMATION TABLE 22995
  Complete submission text file 0001976010-24-000011.txt   26205
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)

EIN.: 853081152 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23202 | Film No.: 241370673