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. 0001905663-24-000003
Filing Date
2024-11-01
Accepted
2024-11-01 07:59:17
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-11-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2181
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 1309844
  Complete submission text file 0001905663-24-000003.txt   1313260
Mailing Address 165 LENNON LANE SUITE 200 WALNUT CREEK CA 94598
Business Address 165 LENNON LANE SUITE 200 WALNUT CREEK CA 94598 925.939.2500
CAPITAL PERFORMANCE ADVISORS LLP (Filer) CIK: 0001905663 (see all company filings)

IRS No.: 208077927 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21527 | Film No.: 241417097