Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002052308-25-000002
Filing Date
2025-05-12
Accepted
2025-05-09 17:37:08
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2020
2 potentia1q25.html INFORMATION TABLE  
2 potentia1q25.xml INFORMATION TABLE 48981
  Complete submission text file 0002052308-25-000002.txt   52167
Mailing Address 1226 LINCOLN AVE #200 SAN JOSE CA 95125
Business Address 1226 LINCOLN AVE #200 SAN JOSE CA 95125 408-288-7886
POTENTIA WEALTH (Filer) CIK: 0002052308 (see all company filings)

EIN.: 934228349 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24930 | Film No.: 25931903