Allegiant Private Advisors, LLC

13F Filings History

Latest 13F report: Q2 2021 - Jul 7, 2021
Value $: $618M
Signature - Title: Martin Kosoff - Chief Compliance Officer
Location: Sarasota, FL
Summary: This page shows a list of all the recent 13F filings made by Allegiant Private Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Allegiant Private Advisors, LLC reported 164 stock holdings with total value $618M as of Q2 2021. Top holdings included IVW, VEA, IVE, IJH, and PFFD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2021	164	$618M	+$66.6M	-$27.4M	+$39.2M	IVW, VEA, IVE, IJH, PFFD	13F-HR	7/7/2021, 11:54 AM
Q1 2021	151	$548M	+$63.8M	-$21.8M	+$42M	IVW, VEA, IJH, IVE, PFF	13F-HR	4/14/2021, 08:56 PM
Q4 2020	141	$482M	$0	$0		IVW, VEA, IVE, IJH, PFF	13F-HR	2/10/2021, 05:41 PM