Altium Wealth Management LLC

13F Filings History

Latest 13F report
Q2 2022 - Jul 22, 2022
Value $
$1.39B
Signature - Title
Robert Sypher - Chief Compliance Officer
Location
Purchase, NY
Summary
This page shows a list of all the recent 13F filings made by Altium Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Altium Wealth Management LLC reported 374 stock holdings with total value $1.39B as of Q2 2022. Top holdings included VOO, IEFA, IJH, IEMG, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 374 $1.39B +$111M -$36.2M +$75.1M VOO, IEFA, IJH, IEMG, VEA 13F-HR 7/21/2022, 09:01 PM
Q1 2022 377 $1.55B +$150M -$67M +$82.8M VOO, IEFA, IJH, IEMG, VEA 13F-HR 5/16/2022, 12:07 PM
Q4 2021 390 $1.55B +$79.5M -$16.8M +$62.7M IEFA, VOO, IJH, IEMG, VEA 13F-HR 1/28/2022, 06:39 PM
Q3 2021 376 $1.4B +$59.9M -$8.8M +$51.1M IEFA, VOO, IJH, IEMG, VEA 13F-HR 11/15/2021, 04:08 PM
Q2 2021 377 $1.36B +$65.9M -$24.1M +$41.8M IEFA, VOO, IJH, IEMG, VEA 13F-HR 8/13/2021, 03:51 PM
Q1 2021 380 $1.25B +$85.8M -$31.4M +$54.4M VOO, IEFA, IJH, VEA, IEMG 13F-HR 5/5/2021, 09:06 PM
Q4 2020 351 $1.13B +$60.8M -$14.3M +$46.5M VOO, IEFA, IJH, VEA, VTEB 13F-HR 2/4/2021, 09:49 AM
Q3 2020 340 $962M +$51.9M -$16.5M +$35.4M VOO, IEFA, VEA, IJH, VTEB 13F-HR 10/26/2020, 10:22 AM
Q2 2020 327 $890M +$72.1M -$34.4M +$37.7M VOO, IEFA, VEA, IJH, VTEB 13F-HR 7/31/2020, 10:21 AM
Q1 2020 324 $728M +$105M -$49.8M +$55.6M VOO, IEFA, VEA, IJH, VTEB 13F-HR 4/23/2020, 04:10 PM
Q4 2019 289 $836M +$52.3M -$11.7M +$40.6M VOO, IEFA, IJH, VEA, VTEB 13F-HR 1/16/2020, 07:23 PM
Q3 2019 289 $742M +$59.8M -$10.4M +$49.4M VOO, IEFA, IJH, VEA, VTEB 13F-HR 11/12/2019, 09:54 AM
Q2 2019 281 $690M +$72.9M -$28M +$44.9M VOO, IEFA, VEA, IJH, VOOG 13F-HR 7/18/2019, 04:52 PM
Q1 2019 286 $627M +$58.8M -$12.1M +$46.7M VOO, IEFA, VEA, IJH, VOOG 13F-HR 4/26/2019, 01:57 PM
Q4 2018 272 $523M +$109M -$44.3M +$64.5M VOO, IEFA, VEA, IJH, VOOG 13F-HR 1/18/2019, 06:29 AM
Q3 2018 299 $522M +$146M -$19.2M +$127M VOO, IEFA, IJH, SPYG, VEA 13F-HR 11/13/2018, 10:13 AM
Q2 2018 263 $375M +$135M -$15.4M +$119M VOO, IEFA, IJH, BRKB, IEMG 13F-HR 8/14/2018, 09:08 AM
Q1 2018 166 $254M +$41.9M -$3.46M +$38.4M VOO, IEFA, IJH, VEA, BRKB 13F-HR 6/6/2018, 11:04 AM
Q4 2017 156 $219M $0 $0 VOO, IEFA, IJH, VEA, BRKB 13F-HR 6/1/2018, 04:15 PM