Notify me when EPIQ PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 75 | $214,467,523 | +$12,136,680 | -$9,290,716 | +$2,845,964 | IWV, IWF, JBBB, JSI, OBDC | 13F-HR | 07 Jan 2026, 10:54 |
| Q3 2025 | 74 | $211,586,677 | +$10,605,670 | -$3,492,093 | +$7,113,577 | IWV, IWF, JBBB, JSI, AGG | 13F-HR | 12 Nov 2025, 12:11 |
| Q2 2025 | 72 | $196,244,119 | +$4,887,107 | -$8,069,817 | -$3,182,710 | IWV, IWF, JSI, JBBB, HRL | 13F-HR | 09 Jul 2025, 13:27 |
| Q1 2025 | 75 | $189,539,472 | +$23,293,007 | -$11,465,863 | +$11,827,144 | IWV, IWF, JSI, JBBB, HRL | 13F-HR | 11 Apr 2025, 12:48 |
| Q4 2024 | 74 | $184,839,163 | +$17,572,741 | -$18,306,214 | -$733,473 | IWV, HRL, IWF, JBBB, JSI | 13F-HR | 22 Jan 2025, 13:43 |
| Q3 2024 | 79 | $180,548,690 | +$30,554,466 | -$6,320,334 | +$24,234,132 | IWV, HRL, IWF, JBBB, HBAN | 13F-HR | 15 Oct 2024, 11:04 |
| Q2 2024 | 73 | $147,742,406 | +$4,436,471 | -$3,621,450 | +$815,021 | HRL, IWV, IWF, JBBB, GOOGL | 13F-HR | 10 Jul 2024, 13:39 |
| Q1 2024 | 75 | $150,290,825 | +$19,933,434 | -$14,590,906 | +$5,342,528 | HRL, IWV, IWF, HBAN, JBBB | 13F-HR | 15 Apr 2024, 14:16 |
| Q4 2023 | 69 | $139,425,596 | +$7,392,975 | -$7,432,611 | -$39,636 | HRL, IWV, JBBB, IWF, JAAA | 13F-HR | 11 Jan 2024, 13:23 |
| Q3 2023 | 67 | $132,468,685 | +$3,250,152 | -$10,347,714 | -$7,097,562 | HRL, IWV, JBBB, JAAA, IWF | 13F-HR | 18 Oct 2023, 12:28 |
| Q2 2023 | 77 | $147,284,551 | +$4,215,301 | -$6,533,416 | -$2,318,115 | HRL, IWV, IWF, JBBB, JAAA | 13F-HR | 12 Jul 2023, 13:41 |
| Q1 2023 | 77 | $144,961,794 | +$11,354,097 | -$16,829,041 | -$5,474,944 | HRL, IWV, IWF, JBBB, ALB | 13F-HR | 12 Apr 2023, 11:04 |
| Q4 2022 | 75 | $150,272,360 | +$5,254,715 | -$18,732,976 | -$13,478,261 | HRL, HBAN, ALB, JBBB, GREENLIGHT CAP RE LTD | 13F-HR | 06 Jan 2023, 16:57 |
| Q3 2022 | 80 | $161,667,000 | +$13,923,757 | -$6,739,081 | +$7,184,676 | HRL, ALB, HBAN, CYBE, JBBB | 13F-HR | 14 Oct 2022, 11:45 |
| Q2 2022 | 83 | $163,261,000 | +$9,638,497 | -$8,243,859 | +$1,394,638 | HRL, HBAN, ALB, AMT, JBBB | 13F-HR | 07 Jul 2022, 14:01 |
| Q1 2022 | 90 | $185,976,000 | +$15,536,868 | -$8,941,775 | +$6,595,093 | HRL, HBAN, ALB, JAAA, CYBE | 13F-HR | 27 Apr 2022, 12:00 |
| Q4 2021 | 88 | $187,607,000 | +$9,483,620 | -$38,657,467 | -$29,173,847 | HRL, HBAN, ALB, SPE, JAAA | 13F-HR | 25 Jan 2022, 15:52 |
| Q3 2021 | 95 | $216,956,000 | +$36,921,273 | -$15,223,219 | +$21,698,054 | HRL, JAAA, VALT, ALB, HBAN | 13F-HR | 19 Oct 2021, 14:19 |
| Q2 2021 | 91 | $199,647,000 | +$21,254,289 | -$5,852,302 | +$15,401,987 | JAAA, VALT, FLOT, ACWI, DMTKQ | 13F-HR | 02 Aug 2021, 12:28 |
| Q1 2021 | 84 | $174,765,000 | +$34,365,677 | -$8,892,484 | +$25,473,193 | JAAA, VALT, FLOT, DMTKQ, SPE | 13F-HR | 16 Apr 2021, 11:08 |
| Q4 2020 | 77 | $143,860,000 | +$17,878,377 | -$18,998,433 | -$1,120,056 | VALT, FLOT, AQB, ALB, DMTKQ | 13F-HR | 11 Jan 2021, 11:07 |
| Q3 2020 | 75 | $132,798,000 | +$24,644,011 | -$6,763,629 | +$17,880,382 | VALT, FLOT, CARDTRONICS INC, TWITTER INC, SPE | 13F-HR | 22 Oct 2020, 10:39 |
| Q2 2020 | 61 | $109,560,000 | +$16,248,144 | -$9,983,376 | +$6,264,768 | FLOT, VALT, AMT, SPE, CYBE | 13F-HR | 03 Aug 2020, 10:20 |
| Q1 2020 | 63 | $90,390,000 | +$26,291,830 | -$18,770,570 | +$7,521,260 | FLOT, VALT, AMT, SPE, PCYO | 13F-HR | 20 Apr 2020, 16:14 |
| Q4 2019 | 64 | $98,473,000 | $0 | $0 | $0 | FLOT, SPY, SPE, IWV, PCI | 13F-HR | 07 Feb 2020, 11:41 |