Quick Takeaways
- AGRAN LIBBIE reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2017.
- Latest reported holdings value: $425,250,000.
13F Filings History of AGRAN LIBBIE
- Latest 13F report
- Q1 2017 - 27 Apr 2017
- Value $
- $425,250,000
- Signature - Title
- Margaret Shin - Financial Planner
- Location
- Santa Monica, CA
- Summary
- This page shows a list of all the recent 13F filings made by AGRAN LIBBIE. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AGRAN LIBBIE reported 123 stock holdings with total value $425,250,000 as of Q1 2017. Top holdings included AAPL, BRKA, JNJ, BRKB, and META.
Follow Filing Activity
Follow AGRAN LIBBIE and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
What Changed
- Most recent filing was accepted on 27 Apr 2017, 14:23.
- Reported value moved from $409,700,000 to $425,250,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2017 | 123 | $425,250,000 | +$10,254,688 | -$13,933,828 | -$3,679,140 | AAPL, BRKA, JNJ, BRKB, META | 13F-HR | 27 Apr 2017, 14:23 |
| Q4 2016 | 126 | $409,700,000 | +$62,281,847 | -$3,176,293 | +$59,105,554 | AAPL, BRKA, JNJ, CVX, BRKB | 13F-HR | 27 Jan 2017, 13:24 |
| Q3 2016 | 108 | $338,088,000 | +$2,429,894 | -$71,720,797 | -$69,290,903 | AAPL, BRKA, JNJ, QCOM, V | 13F-HR | 20 Oct 2016, 16:00 |
| Q2 2016 | 125 | $400,250,000 | +$7,074,275 | -$6,759,602 | +$314,673 | AAPL, BRKA, JNJ, SPG, D | 13F-HR | 27 Jul 2016, 12:21 |
| Q1 2016 | 119 | $390,383,000 | +$11,869,910 | -$5,794,759 | +$6,075,151 | AAPL, BRKA, JNJ, SPG, D | 13F-HR | 02 May 2016, 11:12 |
| Q4 2015 | 120 | $379,760,000 | +$21,067,168 | -$15,508,384 | +$5,558,784 | AAPL, TEVA, BRKA, JNJ, SPG | Restatement | 11 Feb 2016, 10:41 |
| Q3 2015 | 120 | $358,324,000 | +$8,850,680 | -$6,703,160 | +$2,147,520 | AAPL, BRKA, TEVA, D, JNJ | 13F-HR | 03 Nov 2015, 14:26 |
| Q2 2015 | 121 | $385,005,000 | +$2,332,937 | -$26,090,158 | -$23,757,221 | AAPL, BRKA, TEVA, QCOM, JNJ | 13F-HR | 28 Jul 2015, 16:56 |
| Q1 2015 | 138 | $420,042,000 | +$15,127,090 | -$4,184,979 | +$10,942,111 | AAPL, BRKA, TEVA, QCOM, JNJ | 13F-HR | 06 May 2015, 06:27 |
| Q4 2014 | 130 | $420,236,000 | +$16,949,014 | -$15,914,769 | +$1,034,245 | AAPL, BRKA, QCOM, TEVA, D | 13F-HR | 27 Jan 2015, 11:22 |
| Q3 2014 | 126 | $409,085,000 | +$26,655,609 | -$5,522,370 | +$21,133,239 | AAPL, BRKA, QCOM, EPD, TEVA | 13F-HR | 29 Oct 2014, 08:47 |
| Q2 2014 | 113 | $389,790,000 | +$29,525,198 | -$3,800,409 | +$25,724,789 | AAPL, QCOM, BRKA, CVX, TEVA | 13F-HR | 01 Aug 2014, 09:21 |
| Q1 2014 | 108 | $369,703,000 | +$4,176,434 | -$21,339,121 | -$17,162,687 | AAPL, BRKA, QCOM, TEVA, CVX | Restatement | 30 Apr 2014, 13:04 |
| Q4 2013 | 117 | $367,023,000 | $0 | $0 | $0 | AAPL, QCOM, CVX, D, XOM | 13F-HR | 27 Jan 2014, 12:02 |