13F Filings History of Gresham Partners, LLC

Latest 13F report
Q1 2020 - 08 May 2020
Value $
$22,052,000
Signature - Title
Ken Davis - CCO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Gresham Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gresham Partners, LLC reported 11 stock holdings with total value $22,052,000 as of Q1 2020. Top holdings included IEMG, SPY, RSP, IEFA, and IWM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2020 11 $22,052,000 +$53,062 -$11,324,993 -$11,271,931 IEMG, SPY, RSP, IEFA, IWM 13F-HR 07 May 2020, 17:35
Q4 2019 7 $44,171,000 +$28,829,958 $0 +$28,829,958 IEMG, SPY, RSP, IEFA, IWM 13F-HR 28 Jan 2020, 14:36
Q3 2019 7 $14,138,000 $0 -$231,000 -$231,000 IEMG, SPY, RSP, IEFA, IWM 13F-HR 28 Oct 2019, 17:03
Q2 2019 9 $14,644,000 +$8,088,000 -$2,950,017 +$5,137,983 IEMG, SPY, RSP, IEFA, IWM 13F-HR 22 Jul 2019, 09:57
Q1 2019 7 $9,153,000 $0 -$743,707 -$743,707 RSP, SPY, EFA, IWM, APTX 13F-HR 16 May 2019, 12:13
Q4 2018 7 $9,384,000 +$5,422,136 -$364,000 +$5,058,136 SPY, RSP, EFA, APTX, IWM 13F-HR 13 Feb 2019, 12:41
Q3 2018 5 $5,018,000 $0 $0 $0 SPY, IWM, GLD, EEM, EFA 13F-HR 29 Oct 2018, 16:52
Q4 2015 9 $71,892,000 +$10,574,847 -$11,839,344 -$1,264,497 EFA, SPY, VV, VO, RSP 13F-HR 26 Jan 2016, 10:35
Q3 2015 10 $70,735,000 +$7,817,143 -$1,551,540 +$6,265,603 EFA, RSP, SPY, MDY, VV 13F-HR 26 Oct 2015, 17:22
Q2 2015 8 $70,672,000 +$54,218,333 -$43,445,000 +$10,773,333 EFA, RSP, SPY, MDY, IWM Restatement 17 Jul 2015, 10:51
Q1 2015 14 $59,952,000 +$43,515,399 -$48,372,056 -$4,856,657 SPY, MDY, JD, RSP, IAU 13F-HR 16 Apr 2015, 16:18
Q4 2014 8 $62,832,000 $0 $0 $0 EFA, RSP, SPY, MDY, IWM Restatement 11 Feb 2015, 09:58