CAMELOT TECHNOLOGY ADVISORS, INC.

13F Filings History

Latest 13F report: Q3 2024 - Oct 7, 2024
Value $: $113M
Signature - Title: Dana Grigg - President and Chief Compliance Officer
Location: San Francisco, CA
Summary: This page shows a list of all the recent 13F filings made by CAMELOT TECHNOLOGY ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAMELOT TECHNOLOGY ADVISORS, INC. reported 60 stock holdings with total value $113M as of Q3 2024. Top holdings included IVV, IEFA, SPY, XLI, and XLE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	60	$113M	+$3.87M	-$4.76M	-$895K	IVV, IEFA, SPY, XLI, XLE	13F-HR	10/7/2024, 05:24 PM
Q2 2024	57	$107M	+$1.3M	-$2.35M	-$1.05M	IVV, IEFA, SPY, XLI, XLE	13F-HR	8/9/2024, 07:31 PM
Q1 2024	59	$108M	+$4.06M	-$897K	+$3.16M	IVV, IEFA, SPY, XLE, XLI	13F-HR	5/8/2024, 08:20 PM
Q4 2023	56	$97.5M	$0	$0		IVV, IEFA, SPY, XLE, XLI	13F-HR	5/6/2024, 09:58 PM