13F Filings History of BIEGEL & WALLER LLC
- Latest 13F filing
- Q3 2019 - 15 Oct 2019
- Latest reported 13F value
- $178,785,000
- Largest 13F holdings
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ITOT IXUS EEM EEMV SCZ SBGI IUSV C IEFA IEMG IDV T
+8 more
DAL IR DGRO IWD IVV CTLT HD AAPL - Form 13F summary
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- BIEGEL & WALLER LLC 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.
- BIEGEL & WALLER LLC reported 74 equity holdings with a total reported market value of $178,785,000 for Q3 2019. Top reported holdings included ITOT, IXUS, EEM, EEMV, and SCZ.
- Manager signature
- Mark D. Biegel - Managing Member
- Manager location
- Columbia, MD
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
Q3 2019
Latest value
$178,785,000
Quarter delta
-$16,815,000
Accepted
15 Oct 2019, 10:53
Rows shown
1-12 of 12
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2019 | 74 | $178,785,000 | +$7,216,982 | -$20,272,881 | -$13,055,899 | ITOT, IXUS, EEM, EEMV, SCZ | 13F-HR | 15 Oct 2019, 10:53 |
| Q2 2019 | 80 | $195,600,000 | +$7,325,021 | -$15,166,256 | -$7,841,235 | ITOT, EEMV, IXUS, EEM, SBGI | 13F-HR | 23 Jul 2019, 11:55 |
| Q1 2019 | 77 | $194,459,000 | +$18,802,795 | -$10,934,282 | +$7,868,513 | ITOT, EEMV, IXUS, EEM, SCZ | 13F-HR | 01 May 2019, 16:57 |
| Q4 2018 | 73 | $169,238,000 | +$46,813,064 | -$27,557,622 | +$19,255,442 | ITOT, EEMV, IXUS, EEM, SCZ | 13F-HR | 31 Jan 2019, 16:56 |
| Q3 2018 | 75 | $173,279,000 | +$11,333,205 | -$4,781,421 | +$6,551,784 | ITOT, EEMV, IXUS, IEMG, IDV | 13F-HR | 12 Oct 2018, 09:26 |
| Q2 2018 | 71 | $160,573,000 | +$12,259,653 | -$5,828,769 | +$6,430,884 | ITOT, EEMV, IXUS, IEMG, IDV | 13F-HR | 08 Aug 2018, 14:38 |
| Q1 2018 | 57 | $157,467,000 | +$8,430,132 | -$17,646,108 | -$9,215,976 | EEMV, ITOT, IXUS, IEMG, IDV | 13F-HR | 11 Apr 2018, 09:54 |
| Q4 2017 | 59 | $172,169,000 | +$17,473,957 | -$10,626,813 | +$6,847,144 | IDV, EEMV, ITOT, IXUS, DAL | 13F-HR | 08 Feb 2018, 21:20 |
| Q3 2017 | 56 | $159,039,000 | +$8,571,319 | -$15,523,134 | -$6,951,815 | IDV, EEMV, ITOT, IXUS, AGN | 13F-HR | 03 Nov 2017, 15:04 |
| Q2 2017 | 57 | $163,767,000 | +$17,290,509 | -$5,143,414 | +$12,147,095 | IDV, ITOT, EEMV, AGN, FHLC | 13F-HR | 08 Aug 2017, 14:58 |
| Q1 2017 | 50 | $144,937,000 | +$5,186,314 | -$11,408,492 | -$6,222,178 | IDV, ITOT, EEMV, AGN, FHLC | 13F-HR | 12 May 2017, 13:53 |
| Q4 2016 | 56 | $143,342,000 | $0 | $0 | $0 | ITOT, EEMV, IDV, AGN, FHLC | 13F-HR | 14 Feb 2017, 19:26 |