13F Filings History of AGRAN LIBBIE
- Latest 13F filing
- Q1 2017 - 27 Apr 2017
- Latest reported 13F value
- $425,250,000
- Largest 13F holdings
-
AAPL BRKA JNJ BRKB META V CVX MSFT D QCOM SPG EPD
+8 more
GOOGL NEE OKS UTX GE VZ XOM INTC - Form 13F summary
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- AGRAN LIBBIE Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- AGRAN LIBBIE reported 123 equity holdings with a total reported market value of $425,250,000 for Q1 2017. Top reported holdings included AAPL, BRKA, JNJ, BRKB, and META.
- Manager signature
- Margaret Shin - Financial Planner
- Manager location
- Santa Monica, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2017
Latest value
$425,250,000
Quarter delta
+$15,550,000
Accepted
27 Apr 2017, 14:23
Rows shown
1-14 of 14
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |