Relyea Zuckerberg Hanson LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$657M
Signature - Title
Jane Michener - Director of Operations
Location
Stamford, CT
Summary
This page shows a list of all the recent 13F filings made by Relyea Zuckerberg Hanson LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Relyea Zuckerberg Hanson LLC reported 246 stock holdings with total value $657M as of Q3 2024. Top holdings included VUG, VTV, IWF, IWD, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 246 $657M +$39.7M -$10.5M +$29.2M VUG, VTV, IWF, IWD, VEA 13F-HR 10/17/2024, 12:21 PM
Q2 2024 235 $596M +$36.6M -$18.1M +$18.5M VUG, VTV, IWF, IWD, VEA Restatement 10/31/2024, 01:29 PM
Q1 2024 236 $571M +$25.6M -$8.19M +$17.4M VUG, VTV, IWD, IWF, VEA Restatement 10/31/2024, 01:26 PM
Q4 2023 232 $513M +$47.5M -$21.7M +$25.8M VTV, VUG, IWD, IWF, VEA Restatement 10/31/2024, 01:23 PM
Q3 2023 194 $438M +$22M -$12.1M +$9.84M VTV, VUG, IWD, IWF, VEA Restatement 10/31/2024, 01:18 PM
Q2 2023 196 $445M +$36.7M -$30.4M +$6.29M VTV, VUG, IWD, IWF, VEA 13F-HR 7/17/2023, 01:51 PM
Q1 2023 184 $410M +$42.2M -$6.74M +$35.5M VTV, VUG, IWD, IWF, AAPL 13F-HR 4/18/2023, 11:44 AM
Q4 2022 169 $350M +$69.7M -$14.1M +$55.5M VTV, VUG, IWD, IWF, VEA 13F-HR 1/18/2023, 11:11 AM
Q3 2022 143 $277M +$42.4M -$16M +$26.4M VTV, VUG, IWD, IWF, AAPL 13F-HR 11/2/2022, 09:18 AM
Q2 2022 140 $268M +$34.6M -$22.4M +$12.2M VTV, VUG, IWF, IWD, AAPL 13F-HR 7/18/2022, 10:24 AM
Q1 2022 151 $305M +$40.4M -$11.7M +$28.7M VTV, VUG, ARKK, AAPL, VBR 13F-HR 4/19/2022, 10:01 AM
Q4 2021 145 $255M +$35.3M -$6.81M +$28.5M VUG, VTV, AAPL, VBK, VBR Restatement 1/27/2022, 10:43 AM
Q3 2021 143 $257M +$24.6M -$3.83M +$20.8M VUG, ARKK, VTV, VBK, VBR 13F-HR 10/22/2021, 01:56 PM
Q2 2021 131 $243M +$19M -$6.66M +$12.3M VUG, ARKK, VTV, VBK, SPYG 13F-HR 7/23/2021, 11:07 AM
Q1 2021 125 $227M +$26.6M -$4.53M +$22M VUG, ARKK, VTV, VBK, SPYG 13F-HR 4/29/2021, 02:06 PM
Q4 2020 118 $186M +$16.8M -$2.84M +$14M ARKK, VUG, VTV, VOOG, VBK 13F-HR 1/28/2021, 09:11 AM
Q3 2020 114 $155M +$20.8M -$4.89M +$15.9M VUG, ARKK, VTV, VOOG, AAPL 13F-HR 10/16/2020, 02:16 PM
Q2 2020 111 $125M +$16.4M -$5.84M +$10.6M VUG, ARKK, VTV, VOOG, SPYG 13F-HR 7/13/2020, 03:25 PM
Q1 2020 106 $91.3M +$19.3M -$11.6M +$7.68M VUG, ARKK, VTV, VOOV, VOOG 13F-HR 5/4/2020, 08:29 PM
Q4 2019 105 $104M $0 $0 VTV, ARKK, VUG, SPYG, VEU 13F-HR 1/14/2020, 06:37 PM