Platt Investment Counsel, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$113M
Signature - Title
Peter Platt - President
Location
Lake Mary, FL
Summary
This page shows a list of all the recent 13F filings made by Platt Investment Counsel, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Platt Investment Counsel, LLC reported 10 stock holdings with total value $113M as of Q3 2024. Top holdings included ESGV, QQQ, IWM, IJH, and XLI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 10 $113M +$2.91M -$198K +$2.71M ESGV, QQQ, IWM, IJH, XLI 13F-HR 10/24/2024, 04:11 PM
Q2 2024 10 $104M +$7.8M -$10.5M -$2.69M ESGV, QQQ, IWM, IJH, XLI 13F-HR 7/16/2024, 02:06 PM
Q1 2024 10 $105M +$17M -$4.67M +$12.3M ESGV, QQQ, IWM, IJH, VSGX 13F-HR 4/19/2024, 10:36 AM
Q4 2023 10 $96.5M +$7.22M -$5.02M +$2.2M ESGV, QQQ, VSGX, IWM, IJH 13F-HR 1/9/2024, 04:37 PM
Q3 2023 9 $83.8M +$80.5K -$557K -$476K ESGV, QQQ, IWM, IJH, VSGX 13F-HR 10/10/2023, 04:19 PM
Q2 2023 9 $88.1M +$13.6M -$5.48M +$8.15M ESGV, QQQ, IWM, IJH, VSGX 13F-HR 7/13/2023, 04:13 PM
Q1 2023 9 $74.8M +$3.55M -$4.43M -$874K ESGV, IJH, IWM, VSGX, QQQ 13F-HR 4/6/2023, 03:09 PM
Q4 2022 9 $70.3M +$2.17M -$5.44M -$3.27M ESGV, IJH, VSGX, XLI, IWM 13F-HR 1/17/2023, 12:17 PM
Q3 2022 13 $68.9M +$7.92M -$7.98M -$59.8K ESGV, IJH, IWM, VSGX, QQQ 13F-HR 10/12/2022, 12:00 PM
Q2 2022 12 $73.6M +$2.53M -$18.6M -$16M ESGV, VSGX, IJH, IWM, XLI 13F-HR 7/11/2022, 04:58 PM
Q1 2022 14 $108M +$5.39M -$7.5M -$2.12M VSGX, ESGV, IWM, IJH, XLI 13F-HR 4/18/2022, 04:55 PM
Q4 2021 15 $117M +$1.53M -$2.39M -$858K VSGX, ESGV, IJH, IWM, XLI 13F-HR 1/13/2022, 11:39 AM
Q3 2021 16 $113M +$810K -$639K +$172K VSGX, ESGV, IJH, IWM, XLI 13F-HR 10/8/2021, 02:12 PM
Q2 2021 16 $116M +$1.83M -$1.49M +$340K VSGX, ESGV, IJH, IWM, XLI 13F-HR 7/14/2021, 03:38 PM
Q1 2021 15 $111M +$10.8M -$10.9M -$168K VSGX, IJH, ESGV, IWM, XLI 13F-HR 5/12/2021, 12:45 PM
Q4 2020 14 $106M $0 $0 VSGX, IJH, QQQ, ESGV, XLI 13F-HR 5/5/2021, 02:26 PM