SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-23-004136
Filing Date
2023-11-07
Accepted
2023-11-06 18:06:43
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2098
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 42664
  Complete submission text file 0001085146-23-004136.txt   46003
Mailing Address 2907 CLAREMONT AVE, SUITE 111 BERKELEY CA 94705
Business Address 2907 CLAREMONT AVE, SUITE 111 BERKELEY CA 94705 (510) 898-1270
Topel & Distasi Wealth Management, LLC (Filer) CIK: 0001880087 (see all company filings)

IRS No.: 463599505 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22315 | Film No.: 231381021