Notify me when COURIER CAPITAL LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 384 | $1,779,780,703 | +$68,134,521 | -$61,735,427 | +$6,399,094 | IVW, IVV, AAPL, IVE, SPYG | 13F-HR | 29 Jan 2026, 11:43 |
| Q3 2025 | 390 | $1,739,443,336 | +$34,245,776 | -$45,276,143 | -$11,030,367 | IVW, IVV, AAPL, IVE, SPYG | 13F-HR | 29 Oct 2025, 12:02 |
| Q2 2025 | 386 | $1,647,173,499 | +$65,941,713 | -$46,895,396 | +$19,046,317 | IVW, IVV, IVE, AAPL, SPYG | 13F-HR | 28 Jul 2025, 11:33 |
| Q1 2025 | 373 | $1,528,105,829 | +$153,346,252 | -$41,897,287 | +$111,448,965 | IVW, IVV, AAPL, IVE, SPYG | 13F-HR | 14 Apr 2025, 14:58 |
| Q4 2024 | 359 | $1,442,278,092 | +$97,577,593 | -$102,445,819 | -$4,868,226 | IVW, IVV, AAPL, IVE, SPYG | 13F-HR | 13 Jan 2025, 15:21 |
| Q3 2024 | 357 | $1,459,457,219 | +$154,217,601 | -$28,372,569 | +$125,845,032 | IVW, IVV, AAPL, IVE, MSFT | 13F-HR | 22 Oct 2024, 17:03 |
| Q2 2024 | 339 | $1,258,483,024 | +$38,691,490 | -$172,446,740 | -$133,755,250 | IVW, IVV, AAPL, IVE, MSFT | 13F-HR | 23 Jul 2024, 12:38 |
| Q1 2024 | 356 | $1,382,440,417 | +$50,147,322 | -$43,511,029 | +$6,636,293 | IVW, IVV, IVE, AAPL, MSFT | 13F-HR | 15 Apr 2024, 18:15 |
| Q4 2023 | 356 | $1,313,475,202 | +$51,804,302 | -$46,667,215 | +$5,137,087 | IVW, IVV, AAPL, IVE, RSP | 13F-HR | 17 Jan 2024, 15:47 |
| Q3 2023 | 341 | $1,201,022,882 | +$51,815,155 | -$72,157,677 | -$20,342,522 | IVW, IVV, AAPL, IVE, MSFT | 13F-HR | 13 Oct 2023, 16:06 |
| Q2 2023 | 360 | $1,269,747,001 | +$337,060,063 | -$20,052,824 | +$317,007,239 | IVW, AAPL, IVV, IVE, MSFT | 13F-HR | 31 Jul 2023, 17:05 |
| Q1 2023 | 287 | $905,046,043 | +$22,600,812 | -$25,587,781 | -$2,986,969 | IVW, IVV, AAPL, IVE, MSFT | 13F-HR | 18 May 2023, 16:03 |
| Q4 2022 | 291 | $867,782,687 | +$21,339,808 | -$24,933,604 | -$3,593,796 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 24 Jan 2023, 16:26 |
| Q3 2022 | 281 | $807,159,000 | +$27,558,833 | -$15,542,690 | +$12,016,143 | IVW, IVV, AAPL, IVE, VNLA | 13F-HR | 18 Oct 2022, 12:22 |
| Q2 2022 | 276 | $853,857,000 | +$14,958,229 | -$18,265,508 | -$3,307,279 | IVW, IVV, AAPL, IVE, VNLA | 13F-HR | 20 Jul 2022, 15:37 |
| Q1 2022 | 302 | $1,000,191,000 | +$8,006,464 | -$38,554,363 | -$30,547,899 | IVW, AAPL, IVV, IVE, MSFT | 13F-HR | 02 May 2022, 15:50 |
| Q4 2021 | 305 | $1,075,415,000 | +$14,164,405 | -$71,009,988 | -$56,845,583 | IVW, AAPL, IVV, IVE, MSFT | 13F-HR | 18 Jan 2022, 15:27 |
| Q3 2021 | 309 | $1,050,851,000 | +$30,069,366 | -$18,691,021 | +$11,378,345 | IVW, IVV, AAPL, IVE, VTV | 13F-HR | 14 Oct 2021, 14:27 |
| Q2 2021 | 313 | $1,051,284,000 | +$19,854,122 | -$17,939,657 | +$1,914,465 | IVW, IVV, AAPL, IVE, VTV | 13F-HR | 12 Jul 2021, 15:13 |
| Q1 2021 | 311 | $990,188,000 | +$28,789,699 | -$14,354,254 | +$14,435,445 | IVW, IVV, AAPL, IVE, VTV | 13F-HR | 12 Apr 2021, 13:32 |
| Q4 2020 | 300 | $921,687,000 | +$29,248,360 | -$11,619,627 | +$17,628,733 | IVW, AAPL, IVV, IVE, VTV | 13F-HR | 10 Feb 2021, 11:14 |
| Q3 2020 | 285 | $717,558,000 | +$70,099,322 | -$40,173,878 | +$29,925,444 | IVV, AAPL, IVE, VTV, MSFT | 13F-HR | 09 Nov 2020, 12:21 |
| Q2 2020 | 268 | $777,005,000 | +$26,483,853 | -$11,800,817 | +$14,683,036 | IVW, IVV, AAPL, IVE, VTV | 13F-HR | 06 Jul 2020, 15:29 |
| Q1 2020 | 265 | $669,195,000 | +$16,783,249 | -$40,828,970 | -$24,045,721 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 22 Apr 2020, 10:50 |
| Q4 2019 | 292 | $852,106,000 | +$15,041,253 | -$19,781,167 | -$4,739,914 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 10 Jan 2020, 16:26 |
| Q3 2019 | 288 | $768,150,000 | +$17,888,680 | -$20,233,354 | -$2,344,674 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 04 Oct 2019, 11:55 |
| Q2 2019 | 291 | $781,882,000 | +$12,291,641 | -$21,097,943 | -$8,806,302 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 16 Jul 2019, 16:21 |
| Q1 2019 | 293 | $769,114,000 | +$18,095,699 | -$13,951,622 | +$4,144,077 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 25 Apr 2019, 14:18 |
| Q4 2018 | 258 | $682,618,000 | +$16,592,647 | -$42,171,267 | -$25,578,620 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 08 Feb 2019, 13:52 |
| Q3 2018 | 295 | $817,457,000 | +$19,723,036 | -$21,745,223 | -$2,022,187 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 12 Oct 2018, 12:03 |
| Q2 2018 | 285 | $775,906,000 | +$40,605,007 | -$40,395,108 | +$209,899 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 19 Jul 2018, 13:40 |
| Q1 2018 | 297 | $758,609,000 | +$21,016,163 | -$28,045,589 | -$7,029,426 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 27 Apr 2018, 12:16 |
| Q4 2017 | 294 | $778,751,000 | +$52,300,719 | -$24,550,841 | +$27,749,878 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 25 Jan 2018, 14:51 |
| Q3 2017 | 279 | $715,169,000 | +$156,149,903 | -$45,372,758 | +$110,777,145 | IVW, IVV, IVE, AAPL, VTV | 13F-HR | 03 Nov 2017, 14:17 |
| Q2 2017 | 278 | $583,885,000 | +$11,184,512 | -$7,872,329 | +$3,312,183 | IVW, IVV, IVE, VTV, FEZ | 13F-HR | 10 Aug 2017, 15:05 |
| Q1 2017 | 271 | $568,374,000 | +$29,024,864 | -$10,774,145 | +$18,250,719 | IVW, IVV, IVE, VTV, FEZ | 13F-HR | 19 Apr 2017, 16:02 |
| Q4 2016 | 259 | $523,408,000 | +$41,605,779 | -$38,280,212 | +$3,325,567 | IVW, IVV, IVE, VTV, EFA | 13F-HR | 31 Jan 2017, 17:16 |
| Q3 2016 | 271 | $504,566,000 | +$18,171,747 | -$20,632,149 | -$2,460,402 | IVW, IVV, IVE, EFA, VTV | 13F-HR | 14 Nov 2016, 19:42 |
| Q2 2016 | 275 | $499,469,000 | +$16,785,036 | -$7,444,456 | +$9,340,580 | IVW, IVV, IVE, EFA, VTV | 13F-HR | 01 Aug 2016, 13:18 |
| Q1 2016 | 277 | $467,088,000 | +$20,555,091 | -$8,045,653 | +$12,509,438 | IVW, IVV, IVE, EFA, VTV | 13F-HR | 16 May 2016, 16:15 |
| Q4 2015 | 266 | $465,286,000 | +$20,301,892 | -$29,212,638 | -$8,910,746 | IVW, IVV, IVE, EFA, VTV | 13F-HR | 10 Feb 2016, 08:57 |
| Q3 2015 | 267 | $444,109,000 | +$8,619,207 | -$16,274,714 | -$7,655,507 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 21 Oct 2015, 14:31 |
| Q2 2015 | 289 | $496,674,000 | +$15,337,630 | -$20,905,845 | -$5,568,215 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 31 Jul 2015, 18:05 |
| Q1 2015 | 292 | $506,006,000 | +$18,257,572 | -$13,374,967 | +$4,882,605 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 28 Apr 2015, 13:44 |
| Q4 2014 | 288 | $497,089,000 | +$14,447,205 | -$26,107,011 | -$11,659,806 | IVV, IVW, IVE, EFA, AAPL | 13F-HR | 22 Jan 2015, 13:25 |
| Q3 2014 | 279 | $494,231,000 | +$9,132,719 | -$14,965,581 | -$5,832,862 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 03 Nov 2014, 18:38 |
| Q2 2014 | 289 | $505,846,000 | +$23,479,243 | -$7,226,600 | +$16,252,643 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 06 Aug 2014, 11:37 |
| Q1 2014 | 281 | $485,174,000 | +$27,414,627 | -$15,847,718 | +$11,566,909 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 02 May 2014, 13:58 |
| Q4 2013 | 277 | $469,303,000 | $0 | $0 | $0 | IVV, IVW, IVE, EFA, VTV | 13F-HR | 14 Feb 2014, 16:51 |