American Institute for Advanced Investment Management, LLP

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$140M
Signature - Title
Philip L Nagel - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by American Institute for Advanced Investment Management, LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. American Institute for Advanced Investment Management, LLP reported 140 stock holdings with total value $140M as of Q3 2024. Top holdings included IWF, IWD, SPY, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 140 $140M +$8.27M -$5.87M +$2.39M IWF, IWD, SPY, AAPL, MSFT 13F-HR 10/22/2024, 05:54 PM
Q2 2024 133 $131M +$6.37M -$3.54M +$2.83M IWF, IWD, SPY, AAPL, MSFT 13F-HR 7/23/2024, 07:16 PM
Q1 2024 128 $127M +$8.96M -$3.96M +$5M IWF, IWD, SPY, AAPL, MSFT 13F-HR 4/22/2024, 06:00 AM
Q4 2023 120 $113M +$3.14M -$6.7M -$3.57M IWF, IWD, SPY, AAPL, MSFT 13F-HR 1/23/2024, 10:18 AM
Q3 2023 115 $107M +$4.58M -$8.2M -$3.62M IWF, IWD, AAPL, SPY, MINT 13F-HR 10/31/2023, 12:37 PM
Q2 2023 117 $114M +$13.5M -$1.73M +$11.8M IWF, AAPL, SPY, IWD, MINT 13F-HR 7/26/2023, 11:21 AM
Q1 2023 100 $92.6M +$2.83M -$19.7M -$16.9M IWF, SPY, IWD, AAPL, MINT 13F-HR 4/28/2023, 12:18 PM
Q4 2022 106 $109M +$5.3M -$10M -$4.73M IWF, SPY, IWD, MINT, AAPL Restatement 2/27/2023, 07:08 PM
Q3 2022 101 $107M +$4.29M -$7.11M -$2.82M IWF, SPY, IWD, MINT, AAPL 13F-HR 10/25/2022, 04:33 PM
Q2 2022 112 $114M +$5.11M -$9.92M -$4.81M IWF, SPY, IWD, MINT, AAPL 13F-HR 7/21/2022, 10:20 AM
Q1 2022 120 $138M +$6.18M -$9.6M -$3.42M IWF, SPY, IWD, AAPL, MINT 13F-HR 4/20/2022, 08:22 AM
Q4 2021 127 $148M +$7.42M -$9.25M -$1.83M IWF, SPY, AAPL, IWD, IWM 13F-HR 2/10/2022, 11:30 AM
Q3 2021 122 $141M +$7.12M -$5.09M +$2.03M IWF, SPY, IWD, IWM, AAPL 13F-HR 10/18/2021, 05:43 PM
Q2 2021 117 $142M +$8.54M -$3.88M +$4.66M IWF, SPY, IWD, IWM, GNMA 13F-HR 7/20/2021, 05:29 PM
Q1 2021 112 $131M +$10.8M -$8.02M +$2.75M IWF, GNMA, SPY, IWM, IWD 13F-HR 5/17/2021, 07:42 PM
Q4 2020 107 $124M +$13.3M -$8.62M +$4.72M IWF, GNMA, SPY, AAPL, VIG 13F-HR 1/28/2021, 03:38 PM
Q3 2020 97 $111M +$6.62M -$4.02M +$2.6M IWF, GNMA, SPY, AAPL, TLT 13F-HR 10/7/2020, 01:39 PM
Q2 2020 93 $106M +$9.09M -$7.3M +$1.79M GNMA, IWF, SPY, TLT, AAPL 13F-HR 7/20/2020, 12:58 PM
Q1 2020 89 $92.2M +$10.4M -$7.75M +$2.7M GNMA, IWF, SPY, TLT, BSJK 13F-HR 4/22/2020, 02:11 PM
Q4 2019 96 $104M $0 $0 GNMA, IWF, BSJK, SPY, VIG 13F-HR 3/19/2020, 03:57 PM