Surevest, LLC

Business address
1880 Century Park East, Suite 1020, Los Angeles, CA, 90067
Top securities (13F)
IWF, AGG, IXUS, ACWX, AAPL, ILCV, VWO, SMMD, ILCB, PANW, ILCG, CVX, MSFT, GPC, PM, WPC, SPY, GIS, NOC, and AMZN
Fiscal year end
31 December
Former names
Surevest Inc. (to 14 Jan 2020)
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Surevest, LLC has filed 16 SEC EDGAR filings since 20 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-19426
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-19426
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-19426
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-19426
13F-HR Open Document Open Filing 13 Oct 2021 30 Sep 2021 028-19426
13F-HR Open Document Open Filing 06 Aug 2021 30 Jun 2021 028-19426
13F-HR Open Document Open Filing 19 Apr 2021 31 Mar 2021 028-19426
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-19426
13F-HR Open Document Open Filing 16 Oct 2020 30 Sep 2020 028-19426
13F-HR Open Document Open Filing 15 Jul 2020 30 Jun 2020 028-19426
13F-HR Open Document Open Filing 16 Apr 2020 31 Mar 2020 028-19426
13F-HR Open Document Open Filing 14 Jan 2020 31 Dec 2019 028-19426
13F-HR Open Document Open Filing 15 Oct 2019 30 Sep 2019 028-19426
13F-HR Open Document Open Filing 10 Jul 2019 30 Jun 2019 028-19426
13F-HR Open Document Open Filing 09 Apr 2019 31 Mar 2019 028-19426
13F-HR Open Document Open Filing 20 Feb 2019 31 Dec 2018 028-19426