13F Filings History of Clarfeld Financial Advisors, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Signature - Title
Joy Soodik - Chief Compliance Officer/Chief Administrative Officer
Location
Tarrytown, NY
Summary
This page shows a list of all the recent 13F filings made by Clarfeld Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clarfeld Financial Advisors, LLC reported 524 stock holdings with total value $120,392,000 as of Q4 2018. Top holdings included IVV, IWM, EFA, EEM, and USMV. BUFFETT WARREN E is reporting for Clarfeld Financial Advisors, LLC.

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Holdings Value

BUFFETT WARREN E is reporting for Clarfeld Financial Advisors, LLC:

Name Holdings Value Location File Number
Warren E. Buffett Omaha, NE 028-00554
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 30 Jan 2026, 16:14
Q3 2025 $0 13F-NT 24 Oct 2025, 16:02
Q2 2025 $0 13F-NT 08 Aug 2025, 16:05
Q1 2025 $0 13F-NT 09 May 2025, 16:11
Q4 2024 $0 13F-NT 07 Feb 2025, 16:04
Q3 2024 $0 13F-NT 08 Nov 2024, 16:08
Q2 2024 $0 13F-NT 09 Aug 2024, 16:04
Q1 2024 $0 13F-NT 10 May 2024, 16:25
Q4 2023 0 $0 13F-NT 02 Feb 2024, 16:02
Q3 2023 0 $0 13F-NT 13 Nov 2023, 16:33
Q2 2023 0 $0 13F-NT 07 Aug 2023, 15:59
Q1 2023 0 $0 13F-NT 10 May 2023, 16:33
Q4 2022 0 $0 13F-NT 09 Feb 2023, 15:36
Q3 2022 0 $0 13F-NT 10 Nov 2022, 15:15
Q2 2022 0 $0 13F-NT 05 Aug 2022, 16:09
Q1 2022 0 $0 13F-NT 12 May 2022, 16:54
Q4 2021 0 $0 13F-NT 10 Feb 2022, 15:21
Q3 2021 0 $0 13F-NT 05 Nov 2021, 16:11
Q2 2021 0 $0 13F-NT 04 Aug 2021, 16:12
Q1 2021 0 $0 13F-NT 14 May 2021, 16:15
Q4 2020 0 $0 13F-NT 11 Feb 2021, 15:27
Q3 2020 0 $0 13F-NT 12 Nov 2020, 15:26
Q2 2020 0 $0 13F-NT 12 Aug 2020, 15:08
Q1 2020 0 $0 13F-NT 08 May 2020, 17:26
Q4 2019 0 $0 13F-NT 07 Feb 2020, 15:09
Q3 2019 0 $0 13F-NT 01 Nov 2019, 16:32
Q2 2019 0 $0 13F-NT 09 Aug 2019, 16:38
Q1 2019 0 $0 13F-NT 09 May 2019, 16:20
Q4 2018 524 $120,392,000 $0 $0 $0 IVV, IWM, EFA, EEM, USMV 13F-HR 15 Feb 2019, 15:03