SATOVSKY ASSET MANAGEMENT LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$444M
Signature - Title
Christine Lucero - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by SATOVSKY ASSET MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SATOVSKY ASSET MANAGEMENT LLC reported 55 stock holdings with total value $444M as of Q3 2024. Top holdings included IVV, VTIP, AVUV, DIHP, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 55 $444M +$6.21M -$943K +$5.27M IVV, VTIP, AVUV, DIHP, DUHP 13F-HR 10/18/2024, 12:45 PM
Q2 2024 52 $416M +$73.7M -$3.32M +$70.4M IVV, VTIP, AVUV, DIHP, DUHP 13F-HR 8/2/2024, 05:45 PM
Q1 2024 50 $342M +$4.62M -$4.83M -$216K IVV, AVUV, VTIP, DIHP, BRKB 13F-HR 4/23/2024, 02:45 PM
Q4 2023 48 $321M +$4.47M -$4.19M +$279K IVV, AVUV, VTIP, DIHP, BRKB 13F-HR 1/23/2024, 05:33 PM
Q3 2023 41 $295M +$6.65M -$1.92M +$4.73M IVV, AVUV, VTIP, DIHP, BRKB 13F-HR 10/23/2023, 02:55 PM
Q2 2023 44 $296M +$20.1M -$7.62M +$12.5M IVV, AVUV, VTIP, DIHP, BRKB 13F-HR 7/28/2023, 06:29 PM
Q1 2023 40 $269M +$15.5M -$1.2M +$14.3M IVV, VTIP, AVUV, DIHP, BRKB 13F-HR 4/26/2023, 06:05 PM
Q4 2022 38 $241M +$56M -$2.3M +$53.6M IVV, AVUV, VTIP, BRKB, DIHP 13F-HR 1/24/2023, 06:00 PM
Q3 2022 32 $174M +$18.1M -$3.89M +$14.3M IVV, AVUV, BRKB, DIHP, AAPL 13F-HR 10/21/2022, 12:16 PM
Q2 2022 34 $171M +$52.1M -$3.7M +$48.4M IVV, AVUV, BRKB, AAPL, DIHP 13F-HR 8/2/2022, 12:29 PM
Q1 2022 39 $150M +$5.92M -$2M +$3.92M IVV, BRKB, AAPL, VTI, MSFT 13F-HR 5/3/2022, 01:05 PM
Q4 2021 32 $149M +$2.09M -$2.62M -$535K IVV, BRKB, AAPL, MSFT, GOOGL 13F-HR 2/7/2022, 10:31 AM
Q3 2021 28 $134M +$3.19M -$490K +$2.7M IVV, BRKB, AAPL, MSFT, GOOGL 13F-HR 11/8/2021, 01:33 PM
Q2 2021 30 $129M +$8.4M -$1.36M +$7.04M IVV, BRKB, AAPL, MSFT, GOOGL 13F-HR 8/5/2021, 04:22 PM
Q1 2021 27 $113M +$3.4M -$2.35M +$1.05M IVV, BRKB, AAPL, MSFT, ITOT 13F-HR 5/5/2021, 03:24 PM
Q4 2020 25 $106M $0 $0 IVV, BRKB, AAPL, ICF, IAU 13F-HR 2/12/2021, 06:56 PM