13F Filings History of Surevest, LLC

Latest 13F report
Q3 2022 - 14 Nov 2022
Value $
$367,526,000
Signature - Title
Larry T. Nakamura - VP, Head of US Compliance, CI Fiancial
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Surevest, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Surevest, LLC reported 509 stock holdings with total value $367,526,000 as of Q3 2022. Top holdings included IWF, AGG, IXUS, ACWX, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 509 $367,526,000 +$26,487,227 -$5,246,141 +$21,241,086 IWF, AGG, IXUS, ACWX, AAPL 13F-HR 14 Nov 2022, 09:12
Q2 2022 551 $381,245,000 +$29,094,891 -$5,742,123 +$23,352,768 AGG, IWF, IXUS, ACWX, AAPL 13F-HR 15 Aug 2022, 13:00
Q1 2022 520 $414,260,000 +$109,980,409 -$103,135,870 +$6,844,539 IWF, AGG, IXUS, ACWX, AAPL 13F-HR 13 May 2022, 18:29
Q4 2021 531 $421,953,000 +$31,006,822 -$24,049,903 +$6,956,919 ACWX, BND, AAPL, SMMD, PANW 13F-HR 10 Feb 2022, 18:50
Q3 2021 108 $395,860,000 +$28,389,338 -$4,933,054 +$23,456,284 ACWX, BND, AAPL, SMMD, PANW 13F-HR 12 Oct 2021, 21:56
Q2 2021 99 $383,675,000 +$46,053,750 -$11,031,454 +$35,022,296 ACWX, BND, AAPL, SMMD, GOOG 13F-HR 05 Aug 2021, 18:55
Q1 2021 92 $330,711,000 +$41,003,600 -$19,998,755 +$21,004,845 BND, ACWX, AAPL, SMMD, AMZN 13F-HR 19 Apr 2021, 09:31
Q4 2020 88 $299,762,000 +$25,378,626 -$5,777,432 +$19,601,194 BND, AAPL, CRWD, AMZN, PANW 13F-HR 04 Feb 2021, 14:55
Q3 2020 81 $254,353,000 +$28,231,608 -$11,129,516 +$17,102,092 BND, AAPL, AMZN, CRWD, META 13F-HR 15 Oct 2020, 18:19
Q2 2020 80 $225,998,000 +$29,778,530 -$17,265,602 +$12,512,928 BND, AAPL, AMZN, META, GOOG 13F-HR 15 Jul 2020, 09:55
Q1 2020 96 $183,745,000 +$87,831,689 -$110,067,460 -$22,235,771 BND, AMZN, AAPL, META, GOOG 13F-HR 16 Apr 2020, 16:42
Q4 2019 143 $234,109,000 +$29,732,463 -$9,010,793 +$20,721,670 VEU, IQDG, STIP, SPDW, FLOT 13F-HR 13 Jan 2020, 19:50
Q3 2019 130 $203,143,000 +$16,495,469 -$6,419,598 +$10,075,871 VEU, STIP, FLOT, IQDG, STOT 13F-HR 15 Oct 2019, 10:54
Q2 2019 131 $192,468,000 +$43,764,211 -$16,084,171 +$27,680,040 VEU, STIP, FLOT, STOT, AGGY 13F-HR 10 Jul 2019, 06:15
Q1 2019 119 $162,428,000 +$33,711,673 -$9,864,921 +$23,846,752 VEU, STIP, FLOT, AGGY, IQDG 13F-HR 09 Apr 2019, 09:53
Q4 2018 136 $126,648,000 $0 $0 $0 VEU, STIP, FLOT, AGGY, SPDW 13F-HR 20 Feb 2019, 13:03