13F History

Great Diamond Partners, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 23, 2025
Value $: $387M
Signature - Title: John M.Piper - Chief Compliance Officer
Location: Portland, ME
Summary: This page shows a list of all the recent 13F filings made by Great Diamond Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Great Diamond Partners, LLC reported 185 stock holdings with total value $387M as of Q4 2024. Top holdings included IWV, VTI, IEFA, VUG, and VXF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	185	$387M	+$16.8M	-$23.1M	-$6.35M	IWV, VTI, IEFA, VUG, VXF	13F-HR	1/23/2025, 05:06 PM
Q3 2024	195	$394M	+$17.6M	-$66.1M	-$48.4M	IWV, VTI, IEFA, VUG, MSFT	13F-HR	10/25/2024, 11:13 AM
Q2 2024	211	$426M	+$10.5M	-$20M	-$9.52M	IWV, VTI, IEFA, VUG, MSFT	13F-HR	7/29/2024, 05:22 PM
Q1 2024	220	$435M	+$30.6M	-$28.3M	+$2.24M	IWV, VTI, IEFA, MSFT, VUG	13F-HR	5/8/2024, 01:02 PM
Q4 2023	230	$406M	+$23.5M	-$24.3M	-$783K	IWV, VTI, IEFA, MSFT, VUG	13F-HR	2/7/2024, 04:49 PM
Q3 2023	220	$369M	+$20.8M	-$14.8M	+$5.96M	IWV, VTI, IEFA, MSFT, VUG	13F-HR	10/19/2023, 04:58 PM
Q2 2023	219	$379M	+$48.7M	-$32.7M	+$16M	IWV, VTI, IEFA, MSFT, VUG	13F-HR	7/17/2023, 04:44 PM
Q1 2023	214	$345M	+$52.6M	-$44.1M	+$8.5M	IWV, VTI, IEFA, RSP, MSFT	13F-HR	5/4/2023, 07:44 AM
Q4 2022	211	$325M	+$49.2M	-$39.5M	+$9.72M	IWV, VTI, MSFT, AGG, IEFA	13F-HR	2/1/2023, 03:13 PM
Q3 2022	197	$293M	+$22.6M	-$14.5M	+$8.12M	IWV, VTI, MSFT, RSP, GNR	13F-HR	10/24/2022, 12:51 PM
Q2 2022	200	$301M	+$24.8M	-$31M	-$6.23M	IWV, VTI, MSFT, GNR, RSP	13F-HR	7/26/2022, 11:46 AM
Q1 2022	214	$359M	+$39.8M	-$46.8M	-$7.03M	IWV, VTI, MSFT, GNR, IDXX	13F-HR	5/5/2022, 10:38 AM
Q4 2021	213	$388M	+$23.2M	-$32.4M	-$9.15M	IWV, VTI, IJR, MSFT, IDXX	13F-HR	1/26/2022, 11:12 AM
Q3 2021	205	$365M	+$23.7M	-$11.7M	+$12.1M	IWV, VTI, IDXX, IJR, MSFT	13F-HR	10/21/2021, 11:11 AM
Q2 2021	196	$354M	+$28.9M	-$24.8M	+$4.07M	IWV, VTI, IDXX, IJR, MSFT	13F-HR	7/26/2021, 01:11 PM
Q1 2021	195	$325M	+$47.1M	-$50.1M	-$3.01M	IWV, VTI, IDXX, MSFT, RSP	13F-HR	5/4/2021, 12:04 PM
Q4 2020	178	$314M	+$46.9M	-$32.1M	+$14.8M	VTI, IWV, IDXX, MSFT, QQQ	13F-HR	1/26/2021, 03:10 PM
Q3 2020	158	$273M	+$28.8M	-$15.4M	+$13.4M	VTI, IWV, IDXX, XLG, MSFT	13F-HR	10/19/2020, 09:25 AM
Q2 2020	147	$242M	+$23.5M	-$11.7M	+$11.8M	VTI, IWV, IDXX, IGSB, MSFT	13F-HR	8/4/2020, 09:29 AM
Q1 2020	126	$194M	+$22.8M	-$56.4M	-$33.7M	VTI, IWV, IDXX, IGSB, MSFT	13F-HR	4/30/2020, 06:59 PM
Q4 2019	667	$263M	$0	$0		IWV, VTI, IDXX, SPY, RSP	13F-HR	2/7/2020, 08:49 AM

Previous1Next

Showing 1 to 21 of 21 entries