SVB Investment Services Inc.

Business address
2750 East Cottonwood Parkway, Suite 420, Salt Lake City, UT, 84121
Top securities (13F)
VOO, SCHF, SCHP, REET, BND, IEFA, IGF, VWO, IJR, EFA, VGK, SCZ, VIG, IWB, BSV, VB, SPY, IVV, BNDX, and VNQ
State of incorporation
DE
Fiscal year end
31 December
Former names
SVB Wealth Advisory, Inc. (to 11 Feb 2022)
⭐ Add to watchlist ⭐
SVB Investment Services Inc. has filed 10 SEC EDGAR filings since 24 Mar 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-20212
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-20212
13F-HR Open Document Open Filing 18 Oct 2021 30 Sep 2021 028-20212
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-20212
13F-HR Open Document Open Filing 04 May 2021 31 Mar 2021 028-20212
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-20212
13F-HR Open Document Open Filing 07 Oct 2020 30 Sep 2020 028-20212
13F-HR Open Document Open Filing 20 Jul 2020 30 Jun 2020 028-20212
13F-HR Open Document Open Filing 11 May 2020 31 Mar 2020 028-20212
13F-HR Open Document Open Filing 24 Mar 2020 31 Dec 2019 028-20212