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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001976010-24-000007
Filing Date
2024-07-26
Accepted
2024-07-26 09:07:09
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-26

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1977
2 InstrumentalWealth_13f.html INFORMATION TABLE  
2 InstrumentalWealth_13f.xml INFORMATION TABLE 22554
  Complete submission text file 0001976010-24-000007.txt   25759
Mailing Address 1 N DALE MABRY HWY STE 1000 TAMPA FL 33609
Business Address 1 N DALE MABRY HWY STE 1000 TAMPA FL 33609 8135787001
INSTRUMENTAL WEALTH, LLC (Filer) CIK: 0001976010 (see all company filings)

IRS No.: 853081152 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23202 | Film No.: 241143710