13F Filings History of Align Wealth Management, LLC

Latest 13F report
Q4 2022 - 09 Jan 2023
Value $
$116,938,323
Signature - Title
William Brian Puckett - Managing Member/CCO
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by Align Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Align Wealth Management, LLC reported 219 stock holdings with total value $116,938,323 as of Q4 2022. Top holdings included DFAC, VGLT, DFAT, MUB, and DFAX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 219 $116,938,323 $0 $0 $0 DFAC, VGLT, DFAT, MUB, DFAX 13F-HR 09 Jan 2023, 16:57