13F Filings History of Wealthgate Family Office, LLC

Latest 13F report
Q3 2024 - 08 Nov 2024
Value $
$35,907,912
Signature - Title
Galen Moore - Chief Compliance Officer
Location
Boulder, CO
Summary
This page shows a list of all the recent 13F filings made by Wealthgate Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthgate Family Office, LLC reported 14 stock holdings with total value $35,907,912 as of Q3 2024. Top holdings included SPY, IYG, EVCM, VTI, and HEFA.

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Holdings Value

List of Other Managers Reporting for Wealthgate Family Office, LLC:

Name Holdings Value Location File Number
FMR LLC $1,961,265,606,273 Boston, MA 028-00451
WCM INVESTMENT MANAGEMENT, LLC $48,567,796,451 Laguna Beach, CA 028-07104
BlackRock Finance, Inc. $4,411,114,337,731 New York, NY 028-12019
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 14 $35,907,912 +$2,278,360 -$8,597,047 -$6,318,687 SPY, IYG, EVCM, VTI, HEFA 13F-HR 08 Nov 2024, 11:41
Q2 2024 24 $40,645,523 +$573,658 -$88,165 +$485,493 SPY, IYG, AAPL, EVCM, HEFA 13F-HR 12 Aug 2024, 09:27
Q1 2024 22 $38,507,931 +$2,887,676 $0 +$2,887,676 SPY, IYG, EVCM, AAPL, HEFA 13F-HR 08 May 2024, 11:35
Q4 2023 20 $36,107,050 +$549,191 $0 +$549,191 SPY, IYG, EVCM, AAPL, HEFA 13F-HR 13 Feb 2024, 14:14
Q3 2023 18 $32,169,857 +$19,958 $0 +$19,958 SPY, EVCM, IYG, AAPL, HEFA 13F-HR 25 Oct 2023, 13:34
Q2 2023 18 $34,193,678 +$7,136 -$3,035,746 -$3,028,610 SPY, EVCM, AAPL, IYG, HEFA 13F-HR 08 Aug 2023, 13:13
Q1 2023 20 $34,766,821 +$3,327,318 -$7,735,006 -$4,407,688 SPY, IYG, EVCM, AAPL, VWO 13F-HR 12 May 2023, 15:58
Q4 2022 19 $36,812,655 +$1,723,253 -$4,976,638 -$3,253,385 SPY, IYG, VWO, AAPL, VGT 13F-HR 07 Feb 2023, 12:19
Q3 2022 21 $37,612,000 +$74,287 -$1,077,561 -$1,003,274 SPY, VWO, EVCM, IYG, AAPL 13F-HR 10 Nov 2022, 12:19
Q2 2022 21 $40,503,000 +$1,417,258 -$3,047,702 -$1,630,444 SPY, VWO, IYG, EVCM, AAPL 13F-HR 04 Aug 2022, 16:11
Q1 2022 20 $49,855,000 +$12,035 -$10,630,424 -$10,618,389 SPY, VWO, IYG, EVCM, EFA 13F-HR 13 May 2022, 16:34
Q4 2021 38 $64,217,000 +$5,782,706 -$10,124,236 -$4,341,530 SPY, VWO, EVCM, IYG, EFA 13F-HR 11 Feb 2022, 18:16
Q3 2021 53 $65,058,000 +$16,002,736 -$934,576 +$15,068,160 SPY, VWO, EVCM, IYG, EFA 13F-HR 28 Oct 2021, 16:21
Q2 2021 15 $50,730,000 +$339,548 -$26,271,988 -$25,932,440 SPY, VWO, IYG, EFA, HEDJ 13F-HR 11 Aug 2021, 13:14
Q1 2021 38 $73,540,000 +$6,493,793 -$3,506,440 +$2,987,353 SPY, VWO, UBER, HEDJ, EFA 13F-HR 14 May 2021, 16:59
Q4 2020 37 $66,858,000 $0 $0 $0 SPY, VWO, UBER, EFA, HEDJ 13F-HR 16 Feb 2021, 08:53