Notify me when American Institute for Advanced Investment Management, LLP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 150 | $153,745,540 | +$5,845,752 | -$4,153,682 | +$1,692,070 | IWF, IWD, SPY, AAPL, MSFT | 13F-HR | 04 Feb 2026, 10:28 |
| Q3 2025 | 147 | $150,620,483 | +$4,981,120 | -$4,349,482 | +$631,638 | IWF, IWD, SPY, AAPL, MSFT | 13F-HR | 03 Nov 2025, 10:52 |
| Q2 2025 | 146 | $139,360,584 | +$4,735,106 | -$6,202,632 | -$1,467,526 | IWF, IWD, SPY, MSFT, AAPL | 13F-HR | 05 Aug 2025, 06:02 |
| Q1 2025 | 143 | $130,835,153 | +$8,640,524 | -$6,011,038 | +$2,629,486 | IWF, IWD, SPY, AAPL, MINT | 13F-HR | 16 Apr 2025, 18:54 |
| Q4 2024 | 132 | $134,118,594 | +$4,801,137 | -$10,333,343 | -$5,532,206 | IWF, SPY, IWD, AAPL, MSFT | 13F-HR | 23 Jan 2025, 13:33 |
| Q3 2024 | 140 | $139,569,774 | +$8,269,358 | -$5,874,675 | +$2,394,683 | IWF, IWD, SPY, AAPL, MSFT | 13F-HR | 22 Oct 2024, 17:54 |
| Q2 2024 | 133 | $130,614,973 | +$6,372,631 | -$3,544,293 | +$2,828,338 | IWF, IWD, SPY, AAPL, MSFT | 13F-HR | 23 Jul 2024, 19:16 |
| Q1 2024 | 128 | $126,503,192 | +$8,958,838 | -$3,959,465 | +$4,999,373 | IWF, IWD, SPY, AAPL, MSFT | 13F-HR | 22 Apr 2024, 06:00 |
| Q4 2023 | 120 | $113,232,007 | +$3,136,189 | -$6,702,019 | -$3,565,830 | IWF, IWD, SPY, AAPL, MSFT | 13F-HR | 23 Jan 2024, 10:18 |
| Q3 2023 | 115 | $107,166,234 | +$4,579,655 | -$8,199,108 | -$3,619,453 | IWF, IWD, AAPL, SPY, MINT | 13F-HR | 31 Oct 2023, 12:37 |
| Q2 2023 | 117 | $114,333,921 | +$13,482,418 | -$1,727,100 | +$11,755,318 | IWF, AAPL, SPY, IWD, MINT | 13F-HR | 26 Jul 2023, 11:21 |
| Q1 2023 | 100 | $92,578,112 | +$2,829,082 | -$19,740,070 | -$16,910,988 | IWF, SPY, IWD, AAPL, MINT | 13F-HR | 28 Apr 2023, 12:18 |
| Q4 2022 | 106 | $108,589,522 | +$5,301,555 | -$10,032,042 | -$4,730,487 | IWF, SPY, IWD, MINT, AAPL | Restatement | 27 Feb 2023, 19:08 |
| Q3 2022 | 101 | $107,053,000 | +$4,285,886 | -$7,107,875 | -$2,821,989 | IWF, SPY, IWD, MINT, AAPL | 13F-HR | 25 Oct 2022, 16:33 |
| Q2 2022 | 112 | $114,143,000 | +$5,105,873 | -$9,918,376 | -$4,812,503 | IWF, SPY, IWD, MINT, AAPL | 13F-HR | 21 Jul 2022, 10:20 |
| Q1 2022 | 120 | $137,762,000 | +$6,177,416 | -$9,602,240 | -$3,424,824 | IWF, SPY, IWD, AAPL, MINT | 13F-HR | 20 Apr 2022, 08:22 |
| Q4 2021 | 127 | $148,499,000 | +$7,422,895 | -$9,248,042 | -$1,825,147 | IWF, SPY, AAPL, IWD, IWM | 13F-HR | 10 Feb 2022, 11:30 |
| Q3 2021 | 122 | $141,118,000 | +$7,122,570 | -$5,089,274 | +$2,033,296 | IWF, SPY, IWD, IWM, AAPL | 13F-HR | 18 Oct 2021, 17:43 |
| Q2 2021 | 117 | $141,887,000 | +$8,537,887 | -$3,881,404 | +$4,656,483 | IWF, SPY, IWD, IWM, GNMA | 13F-HR | 20 Jul 2021, 17:29 |
| Q1 2021 | 112 | $131,010,000 | +$10,768,168 | -$8,021,706 | +$2,746,462 | IWF, GNMA, SPY, IWM, IWD | 13F-HR | 17 May 2021, 19:42 |
| Q4 2020 | 107 | $124,437,000 | +$13,335,196 | -$8,619,798 | +$4,715,398 | IWF, GNMA, SPY, AAPL, VIG | 13F-HR | 28 Jan 2021, 15:38 |
| Q3 2020 | 97 | $111,329,000 | +$6,616,837 | -$4,020,162 | +$2,596,675 | IWF, GNMA, SPY, AAPL, TLT | 13F-HR | 07 Oct 2020, 13:39 |
| Q2 2020 | 93 | $105,927,000 | +$9,089,266 | -$7,302,522 | +$1,786,744 | GNMA, IWF, SPY, TLT, AAPL | 13F-HR | 20 Jul 2020, 12:58 |
| Q1 2020 | 89 | $92,171,000 | +$10,449,753 | -$7,745,466 | +$2,704,287 | GNMA, IWF, SPY, TLT, BSJK | 13F-HR | 22 Apr 2020, 14:11 |
| Q4 2019 | 96 | $103,607,000 | $0 | $0 | $0 | GNMA, IWF, BSJK, SPY, VIG | 13F-HR | 19 Mar 2020, 15:57 |