Ariadne Wealth Management, LP

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$181M
Signature - Title
Gene Dongieux - CEO
Location
Santa Barbara, CA
Summary
This page shows a list of all the recent 13F filings made by Ariadne Wealth Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ariadne Wealth Management, LP reported 224 stock holdings with total value $181M as of Q3 2024. Top holdings included IWV, DFUV, DFAT, AVUS, and DFAC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 224 $181M +$74.1M -$6.17M +$67.9M IWV, DFUV, DFAT, AVUS, DFAC 13F-HR 11/8/2024, 07:14 PM
Q2 2024 159 $104M $0 $0 DFUV, AVUS, DFAT, DFAC, AVDE 13F-HR 8/23/2024, 07:16 PM