Quick Takeaways
- Threshold Group LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2017.
- Latest reported holdings value: $125,475,000.
13F Filings History of Threshold Group LLC
- Latest 13F report
- Q3 2017 - 14 Nov 2017
- Value $
- $125,475,000
- Signature - Title
- Ronald Albahary - Chief Investment Officer
- Location
- Seattle, WA
- Summary
- This page shows a list of all the recent 13F filings made by Threshold Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Threshold Group LLC reported 44 stock holdings with total value $125,475,000 as of Q3 2017. Top holdings included SPY, VNQ, IVV, IWV, and IWB.
Follow Filing Activity
Follow Threshold Group LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
What Changed
- Most recent filing was accepted on 14 Nov 2017, 13:38.
- Reported value moved from $113,146,000 to $125,475,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2017 | 44 | $125,475,000 | +$17,596,559 | -$9,195,817 | +$8,400,742 | SPY, VNQ, IVV, IWV, IWB | 13F-HR | 14 Nov 2017, 13:38 |
| Q2 2017 | 40 | $113,146,000 | +$11,009,016 | -$4,042,875 | +$6,966,141 | VNQ, SPY, IVV, IWB, IWV | 13F-HR | 11 Aug 2017, 15:22 |
| Q1 2017 | 34 | $103,790,000 | +$9,063,055 | -$23,473,489 | -$14,410,434 | SPY, VNQ, IVV, IWV, SDY | 13F-HR | 15 May 2017, 14:23 |
| Q4 2016 | 36 | $114,649,000 | +$31,804,467 | -$23,223,176 | +$8,581,291 | SPY, VOO, VNQ, IVV, SDY | 13F-HR | 14 Feb 2017, 17:27 |
| Q3 2016 | 38 | $103,312,000 | +$6,536,288 | -$8,092,317 | -$1,556,029 | VOO, META, IVV, SPY, IWV | 13F-HR | 09 Nov 2016, 14:10 |
| Q2 2016 | 37 | $100,087,000 | +$29,607,582 | -$3,114,503 | +$26,493,079 | VOO, META, IVV, SPY, IWV | 13F-HR | 26 Jul 2016, 13:08 |
| Q1 2016 | 26 | $72,216,000 | +$14,039,785 | -$17,766,283 | -$3,726,498 | VOO, IVV, MDY, SPY, IWV | 13F-HR | 16 May 2016, 08:53 |
| Q4 2015 | 27 | $75,596,000 | $0 | $0 | $0 | VOO, ACWI, IWV, IVV, SPY | 13F-HR | 16 Feb 2016, 09:20 |