Laird Norton Wetherby Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$2.19B
Signature - Title
Lauren Halloran - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Laird Norton Wetherby Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laird Norton Wetherby Wealth Management, LLC reported 937 stock holdings with total value $2.19B as of Q3 2024. Top holdings included AAPL, MSFT, VTI, NVDA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 937 $2.19B +$49.6M -$68.7M -$19.2M AAPL, MSFT, VTI, NVDA, AMZN 13F-HR 11/14/2024, 09:37 AM
Q2 2024 913 $2.12B +$118M -$83.5M +$34.2M AAPL, MSFT, NVDA, VTI, AMZN 13F-HR 8/14/2024, 10:24 AM
Q1 2024 948 $2.09B +$56.7M -$40.1M +$16.6M AAPL, MSFT, VTI, NVDA, AMZN 13F-HR 5/15/2024, 10:11 AM
Q4 2023 910 $1.92B +$59.7M -$104M -$44.7M AAPL, MSFT, VTI, AMZN, NVDA 13F-HR 2/14/2024, 05:05 PM
Q3 2023 896 $1.76B +$40.4M -$52.9M -$12.5M AAPL, MSFT, VTI, AMZN, GOOGL 13F-HR 11/14/2023, 10:00 AM
Q2 2023 934 $1.85B +$75.7M -$53.4M +$22.3M AAPL, MSFT, VTI, AMZN, VEA 13F-HR 8/14/2023, 11:57 AM
Q1 2023 913 $1.71B +$71.8M -$39.5M +$32.4M AAPL, MSFT, VTI, AMZN, VEA 13F-HR 5/12/2023, 05:20 PM
Q4 2022 887 $1.55B +$84.8M -$56.8M +$28M AAPL, VTI, MSFT, VEA, SPY 13F-HR 2/14/2023, 09:10 AM
Q3 2022 878 $1.42B +$123M -$49.7M +$73.7M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 11/14/2022, 11:44 AM
Q2 2022 898 $1.46B +$147M -$99.7M +$47M AAPL, VTI, MSFT, SPY, AMZN 13F-HR 8/15/2022, 08:27 AM
Q1 2022 919 $1.74B +$101M -$39.8M +$61.7M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 5/16/2022, 10:31 AM
Q4 2021 909 $1.77B +$63.3M -$40.9M +$22.4M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 2/14/2022, 05:24 PM
Q3 2021 905 $1.61B +$42.8M -$44.3M -$1.5M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 11/15/2021, 01:34 PM
Q2 2021 906 $1.63B +$262M -$41.5M +$221M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 8/16/2021, 11:33 AM
Q1 2021 787 $1.31B +$13.9M -$245M -$231M VTI, AAPL, MSFT, VEA, AMZN 13F-HR 5/14/2021, 03:06 PM
Q4 2020 876 $1.46B +$637M -$14M +$623M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 2/11/2021, 03:59 PM
Q3 2020 469 $33.3M $0 $0 VEU, VT, MBB, KKR, CRM New Holdings 12/16/2020, 01:00 PM
Q3 2020 729 $764M +$64.9M -$390M -$325M VTI, AAPL, MSFT, AMZN, VEA Restatement 12/16/2020, 12:59 PM
Q2 2020 722 $1.05B +$83.8M -$83.3M +$454K AAPL, VTI, MSFT, VEA, AMZN 13F-HR 8/14/2020, 12:45 PM
Q1 2020 683 $889M +$132M -$55.1M +$77.3M AAPL, VTI, MSFT, SPY, VEA 13F-HR 5/6/2020, 04:13 PM
Q4 2019 699 $1.01B +$34.1M -$58.6M -$24.5M AAPL, MSFT, VTI, BRKA, SPY 13F-HR 1/28/2020, 02:50 PM
Q3 2019 702 $957M +$72.3M -$31.2M +$41.1M AAPL, MSFT, BRKA, SPY, T 13F-HR 10/31/2019, 11:54 AM
Q2 2019 679 $913M +$108M -$25.9M +$82.1M AAPL, MSFT, BRKA, SPY, T 13F-HR 7/25/2019, 04:06 PM
Q1 2019 660 $802M +$41.4M -$32.7M +$8.7M AAPL, MSFT, BRKA, VT, VEU Restatement 7/25/2019, 04:05 PM
Q4 2018 633 $707M +$42M -$37M +$5.02M AAPL, MSFT, BRKA, VT, VEU 13F-HR 1/30/2019, 04:17 PM
Q3 2018 671 $810M +$40M -$15.3M +$24.7M AAPL, MSFT, BRKA, VT, AMZN 13F-HR 11/7/2018, 05:17 PM
Q2 2018 643 $737M +$29.1M -$28.8M +$300K AAPL, MSFT, BRKA, VT, VEU 13F-HR 7/24/2018, 04:20 PM
Q1 2018 643 $724M +$36.9M -$25M +$11.9M AAPL, BRKA, MSFT, VEU, VT 13F-HR 5/4/2018, 05:12 PM
Q4 2017 662 $721M +$32.8M -$20.3M +$12.5M AAPL, BRKA, MSFT, VEU, VT 13F-HR 2/9/2018, 01:15 PM
Q3 2017 634 $672M +$82.2M -$23.8M +$58.4M AAPL, BRKA, VEU, MSFT, VT 13F-HR 11/13/2017, 04:26 PM
Q2 2017 564 $588M +$32.9M -$17.6M +$15.4M BRKA, AAPL, MSFT, IVE, IVW 13F-HR 8/1/2017, 05:39 PM
Q1 2017 558 $556M +$36M -$19.3M +$16.7M BRKA, AAPL, MSFT, IVE, IVW 13F-HR 4/27/2017, 02:35 PM
Q4 2016 524 $511M +$27.4M -$22.9M +$4.54M BRKA, AAPL, MSFT, IVE, XOM 13F-HR 2/8/2017, 08:26 AM
Q3 2016 521 $494M +$39.3M -$12.1M +$27.3M BRKA, AAPL, MSFT, IVE, XOM 13F-HR 11/14/2016, 08:36 AM
Q2 2016 510 $451M +$32.2M -$12.5M +$19.8M BRKA, AAPL, MSFT, XOM, IVE 13F-HR 8/10/2016, 02:54 PM
Q1 2016 486 $424M +$30.8M -$24.4M +$6.43M BRKA, AAPL, MSFT, IVE, XOM 13F-HR 5/10/2016, 03:37 PM
Q4 2015 465 $417M +$33.3M -$27.4M +$5.93M BRKA, AAPL, IVE, MSFT, AGN 13F-HR 2/8/2016, 03:53 PM
Q3 2015 457 $390M +$31.3M -$21.5M +$9.79M BRKA, AAPL, MSFT, ANET, AGN 13F-HR 11/12/2015, 02:09 PM
Q2 2015 496 $416M +$28.9M -$23.1M +$5.8M BRKA, AAPL, ANET, AGN, MSFT 13F-HR 8/12/2015, 01:08 PM
Q1 2015 472 $411M +$24.7M -$16.5M +$8.16M BRKA, ANET, AAPL, XOM, B108PS 13F-HR 5/8/2015, 07:07 AM
Q4 2014 455 $398M +$41.8M -$12.9M +$28.9M BRKA, ANET, AAPL, XOM, MSFT 13F-HR 2/12/2015, 03:31 PM
Q3 2014 432 $359M +$12.8M -$11.1M +$1.67M BRKA, AAPL, XOM, MSFT, IVE 13F-HR 11/3/2014, 10:37 AM
Q2 2014 434 $354M +$23.8M -$20.7M +$3.07M BRKA, AAPL, XOM, CSCO, MSFT 13F-HR 8/1/2014, 10:27 AM
Q1 2014 433 $349M +$12.8M -$16.4M -$3.62M BRKA, XOM, AAPL, MSFT, CSCO Restatement 5/5/2014, 01:09 PM
Q4 2013 435 $333M $0 $0 XOM, AAPL, CSCO, MSFT, IVE 13F-HR 1/29/2014, 10:38 AM