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
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