Topel & Distasi Wealth Management, LLC

CIK 1880087 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Topel & Distasi Wealth Management, LLC.

Recent SEC filings

FiledFormAccession number
Aug 26, 2026N-PX0001880087-26-000005
Aug 7, 202613F-HR0001880087-26-000004
May 7, 202613F-HR0001880087-26-000003
Feb 9, 202613F-HR0001880087-26-000002
Aug 28, 2025N-PX0001880087-25-000005
Aug 7, 202513F-HR0001880087-25-000004
May 9, 202513F-HR0001880087-25-000003
Jan 31, 202513F-HR0001880087-25-000002
Nov 12, 202413F-HR0001880087-24-000001
Aug 13, 2024N-PX0001085146-24-003815
Aug 9, 202413F-HR0001085146-24-003690
May 7, 202413F-HR0001085146-24-002288
Jan 16, 202413F-HR0001085146-24-000251
Nov 7, 202313F-HR0001085146-23-004136
Aug 8, 202313F-HR0001085146-23-003149
May 12, 202313F-HR0001085146-23-002303
Feb 1, 202313F-HR0001085146-23-000492
Nov 21, 202213F-HR0001085146-22-004196
Aug 5, 202213F-HR0001085146-22-002780
Apr 21, 202213F-HR0001085146-22-001466
Feb 23, 202213F-HR0001085146-22-001202