Notify me when Private Vista, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2020 | 117 | $205,268,000 | +$11,228,252 | -$101,681,755 | -$90,453,503 | IJR, BSCP, BSCO, ULTA, DLN | 13F-HR | 31 Jul 2020, 15:03 |
| Q1 2020 | 137 | $263,035,000 | +$30,575,885 | -$69,792,956 | -$39,217,071 | HEFA, BSCP, IJR, BSCO, DLN | 13F-HR | 04 May 2020, 15:44 |
| Q4 2019 | 147 | $369,105,000 | +$9,217,861 | -$29,794,445 | -$20,576,584 | IJR, HEFA, BSCP, BSCO, DLN | 13F-HR | 31 Jan 2020, 17:12 |
| Q3 2019 | 151 | $375,184,000 | +$12,570,192 | -$31,477,860 | -$18,907,668 | HEFA, IJR, BSCP, BSCO, DLN | 13F-HR | 22 Oct 2019, 11:55 |
| Q2 2019 | 152 | $397,744,000 | +$16,249,826 | -$32,500,914 | -$16,251,088 | HEFA, IJR, BSCP, BSCO, ULTA | 13F-HR | 19 Jul 2019, 13:19 |
| Q1 2019 | 152 | $404,702,000 | +$53,688,090 | -$114,637,444 | -$60,949,354 | IJR, HEFA, BSCP, DLN, ULTA | 13F-HR | 07 May 2019, 20:46 |
| Q4 2018 | 149 | $428,324,000 | +$36,818,758 | -$46,221,615 | -$9,402,857 | IJR, BSCM, HEFA, BSCL, DLN | 13F-HR | 29 Jan 2019, 11:13 |
| Q3 2018 | 151 | $486,598,000 | +$66,535,524 | -$27,152,047 | +$39,383,477 | HEFA, IJR, BSCM, BSCL, DLN | 13F-HR | 13 Nov 2018, 16:15 |
| Q2 2018 | 156 | $431,274,000 | +$112,202,847 | -$30,095,432 | +$82,107,415 | HEFA, IJR, DLN, BSCL, DOL | 13F-HR | 13 Aug 2018, 19:03 |
| Q1 2018 | 142 | $341,391,000 | +$143,697,896 | -$127,861,859 | +$15,836,037 | HEFA, IJR, DLN, DOL, SDY | 13F-HR | 06 Jun 2018, 15:40 |
| Q4 2017 | 73 | $331,914,000 | +$22,328,784 | -$147,234,307 | -$124,905,523 | HEFA, DLN, BSCM, DOL, BSCL | 13F-HR | 17 Jan 2018, 12:38 |
| Q3 2017 | 113 | $456,013,000 | +$60,167,975 | -$25,808,830 | +$34,359,145 | HEFA, DLN, IJR, DOL, BSCL | 13F-HR | 02 Nov 2017, 07:44 |
| Q2 2017 | 95 | $413,846,000 | +$48,874,196 | -$45,920,786 | +$2,953,410 | DLN, HEFA, DOL, IJR, BSCL | Restatement | 08 Aug 2017, 17:21 |
| Q1 2017 | 80 | $402,376,000 | +$92,469,075 | -$53,220,110 | +$39,248,965 | DLN, DOL, SDY, HEFA, QAI | 13F-HR | 11 May 2017, 11:56 |
| Q4 2016 | 60 | $337,321,000 | +$9,951,356 | -$85,014,731 | -$75,063,375 | DLN, SDY, QAI, DOL, PID | 13F-HR | 13 Feb 2017, 12:51 |
| Q3 2016 | 77 | $394,814,000 | +$100,076,734 | -$760,672 | +$99,316,062 | DLN, SDY, QAI, DOL, PID | 13F-HR | 09 Nov 2016, 18:12 |
| Q2 2016 | 53 | $299,020,000 | +$17,574,880 | -$380,967 | +$17,193,913 | DLN, SDY, QAI, DOL, PID | 13F-HR | 19 Jul 2016, 16:00 |
| Q1 2016 | 44 | $281,125,000 | +$39,065,188 | -$10,888,835 | +$28,176,353 | DLN, SDY, QAI, DOL, PID | 13F-HR | 16 May 2016, 13:07 |
| Q4 2015 | 45 | $219,864,000 | $0 | $0 | $0 | QAI, DLN, SDY, DOL, PID | 13F-HR | 16 Feb 2016, 09:27 |