13F Filings History of Altium Wealth Management LLC

Latest 13F report
Q2 2022 - 22 Jul 2022
Value $
$1,388,954,000
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 $1,388,954,000 as of Q2 2022. Top holdings included VOO, IEFA, IJH, IEMG, and VEA.

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Holdings Value

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Quick Takeaways

  • Altium Wealth Management LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q2 2022.
  • Latest reported holdings value: $1,388,954,000.

What Changed

  • Most recent filing was accepted on 21 Jul 2022, 21:01.
  • Reported value moved from $1,551,638,000 to $1,388,954,000.

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.

Official SEC Source

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 374 $1,388,954,000 +$111,285,021 -$36,158,833 +$75,126,188 VOO, IEFA, IJH, IEMG, VEA 13F-HR 21 Jul 2022, 21:01
Q1 2022 377 $1,551,638,000 +$149,777,585 -$66,953,060 +$82,824,525 VOO, IEFA, IJH, IEMG, VEA 13F-HR 16 May 2022, 12:07
Q4 2021 390 $1,551,733,000 +$79,481,163 -$16,825,728 +$62,655,435 IEFA, VOO, IJH, IEMG, VEA 13F-HR 28 Jan 2022, 18:39
Q3 2021 376 $1,399,780,000 +$59,906,132 -$8,797,562 +$51,108,570 IEFA, VOO, IJH, IEMG, VEA 13F-HR 15 Nov 2021, 16:08
Q2 2021 377 $1,364,507,000 +$65,939,115 -$24,089,860 +$41,849,255 IEFA, VOO, IJH, IEMG, VEA 13F-HR 13 Aug 2021, 15:51
Q1 2021 380 $1,246,839,000 +$85,820,416 -$31,392,016 +$54,428,400 VOO, IEFA, IJH, VEA, IEMG 13F-HR 05 May 2021, 21:06
Q4 2020 351 $1,131,167,000 +$60,847,484 -$14,325,052 +$46,522,432 VOO, IEFA, IJH, VEA, VTEB 13F-HR 04 Feb 2021, 09:49
Q3 2020 340 $961,986,000 +$51,892,296 -$16,529,282 +$35,363,014 VOO, IEFA, VEA, IJH, VTEB 13F-HR 26 Oct 2020, 10:22
Q2 2020 327 $890,044,000 +$72,086,848 -$34,395,255 +$37,691,593 VOO, IEFA, VEA, IJH, VTEB 13F-HR 31 Jul 2020, 10:21
Q1 2020 324 $727,671,000 +$105,445,115 -$49,831,444 +$55,613,671 VOO, IEFA, VEA, IJH, VTEB 13F-HR 23 Apr 2020, 16:10
Q4 2019 289 $835,826,000 +$52,264,725 -$11,689,686 +$40,575,039 VOO, IEFA, IJH, VEA, VTEB 13F-HR 16 Jan 2020, 19:23
Q3 2019 289 $742,305,000 +$59,760,346 -$10,368,859 +$49,391,487 VOO, IEFA, IJH, VEA, VTEB 13F-HR 12 Nov 2019, 09:54
Q2 2019 281 $689,564,000 +$72,902,274 -$28,044,549 +$44,857,725 VOO, IEFA, VEA, IJH, VOOG 13F-HR 18 Jul 2019, 16:52
Q1 2019 286 $626,845,000 +$58,806,812 -$12,064,208 +$46,742,604 VOO, IEFA, VEA, IJH, VOOG 13F-HR 26 Apr 2019, 13:57
Q4 2018 272 $523,070,000 +$108,848,834 -$44,342,827 +$64,506,007 VOO, IEFA, VEA, IJH, VOOG 13F-HR 18 Jan 2019, 06:29
Q3 2018 299 $521,532,000 +$145,971,435 -$19,221,965 +$126,749,470 VOO, IEFA, IJH, SPYG, VEA 13F-HR 13 Nov 2018, 10:13
Q2 2018 263 $374,714,000 +$134,644,219 -$15,384,348 +$119,259,871 VOO, IEFA, IJH, BRKB, IEMG 13F-HR 14 Aug 2018, 09:08
Q1 2018 166 $254,250,000 +$41,867,825 -$3,463,092 +$38,404,733 VOO, IEFA, IJH, VEA, BRKB 13F-HR 06 Jun 2018, 11:04
Q4 2017 156 $218,678,000 $0 $0 $0 VOO, IEFA, IJH, VEA, BRKB 13F-HR 01 Jun 2018, 16:15

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