Q3 2024 |
964 |
$41.1B |
+$14.7B |
-$8.97B |
+$5.72B |
IWM, SPY, AAPL, NVDA, MSFT
|
13F-HR |
11/13/2024, 04:34 PM |
Q2 2024 |
951 |
$33.7B |
+$10.6B |
-$5.38B |
+$5.25B |
SPY, IWM, AAPL, MSFT, QQQ
|
Restatement |
9/19/2024, 05:45 PM |
Q1 2024 |
889 |
$28.4B |
+$6.7B |
-$8.25B |
-$1.54B |
SPY, IWM, MSFT, AAPL, QQQ
|
13F-HR |
5/13/2024, 05:24 PM |
Q4 2023 |
966 |
$28.4B |
+$9.06B |
-$4.93B |
+$4.14B |
SPY, IWM, AAPL, QQQ, MSFT
|
Restatement |
3/21/2024, 05:03 PM |
Q3 2023 |
969 |
$22B |
+$5.22B |
-$4.66B |
+$560M |
SPY, IWM, MSFT, TD, AAPL
|
13F-HR |
11/13/2023, 04:31 PM |
Q2 2023 |
1,138 |
$22.3B |
+$7.77B |
-$3.69B |
+$4.08B |
IWM, SPY, AAPL, MSFT, QQQ
|
13F-HR |
8/11/2023, 04:19 PM |
Q1 2023 |
1,199 |
$17.6B |
+$4.61B |
-$7.61B |
-$3B |
IWM, SPY, AAPL, QQQ, TD
|
13F-HR |
5/12/2023, 03:13 PM |
Q4 2022 |
1,364 |
$19.8B |
+$7.97B |
-$8.93B |
-$962M |
IWM, MA, SPY, AAPL, BNS
|
13F-HR |
2/13/2023, 10:26 AM |
Q3 2022 |
1,448 |
$19.7B |
+$4.64B |
-$5.33B |
-$686M |
SPY, IWM, QQQ, BNS, MSFT
|
13F-HR |
11/14/2022, 10:52 AM |
Q2 2022 |
1,510 |
$21.6B |
+$5.5B |
-$7.65B |
-$2.15B |
SPY, IWM, QQQ, MSFT, HYG
|
13F-HR |
8/11/2022, 11:48 AM |
Q1 2022 |
1,630 |
$27.9B |
+$5.26B |
-$21.6B |
-$16.3B |
IWM, SPY, MSFT, QQQ, AAPL
|
13F-HR |
5/12/2022, 11:34 AM |
Q4 2021 |
1,645 |
$46.6B |
+$12.3B |
-$8.58B |
+$3.7B |
IWM, SPY, QQQ, MSFT, AAPL
|
13F-HR |
2/11/2022, 10:05 AM |
Q3 2021 |
1,638 |
$40.2B |
+$7.39B |
-$11.3B |
-$3.94B |
IWM, SPY, MSFT, QQQ, XLF
|
13F-HR |
11/10/2021, 09:47 AM |
Q2 2021 |
1,763 |
$44.9B |
+$14.4B |
-$12B |
+$2.43B |
IWM, SPY, QQQ, MSFT, AAPL
|
13F-HR |
8/12/2021, 01:30 PM |
Q1 2021 |
1,499 |
$39.7B |
+$14.3B |
-$13.8B |
+$423M |
SPY, IWM, QQQ, XBI, MSFT
|
13F-HR |
5/13/2021, 09:21 AM |
Q4 2020 |
1,447 |
$37.2B |
+$25.8B |
-$3.17B |
+$22.7B |
SPY, XBI, IWM, QQQ, BABA
|
Restatement |
3/1/2021, 04:29 PM |
Q3 2020 |
1,018 |
$12.9B |
+$4.22B |
-$4.5B |
-$278M |
SPY, BABA, TD, BMO, BNS
|
Restatement |
3/1/2021, 04:24 PM |
Q2 2020 |
793 |
$12.3B |
+$5.45B |
-$3.83B |
+$1.62B |
SPY, BABA, MSFT, GLD, MA
|
Restatement |
3/1/2021, 04:12 PM |
Q1 2020 |
776 |
$9.11B |
+$3.24B |
-$14.1B |
-$10.8B |
SPY, AGN, MSFT, AAPL, AGG
|
13F-HR |
5/13/2020, 09:14 AM |
Q4 2019 |
955 |
$23.2B |
$0 |
$0 |
|
SPY, QQQ, IWM, HYG, LQD
|
13F-HR |
2/12/2020, 10:45 AM |