Courier Capital Llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 28, 2025
Value $
$1.65B
Signature - Title
Karen A. Mohn - Chief Compliance Officer
Location
Buffalo, NY
Summary
This page shows a list of all the recent 13F filings made by Courier Capital Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Courier Capital Llc reported 386 stock holdings with total value $1.65B as of Q2 2025. Top holdings included IVW, IVV, IVE, AAPL, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 386 $1.65B +$65.9M -$46.9M +$19M IVW, IVV, IVE, AAPL, SPYG 13F-HR 7/28/2025, 11:33 AM
Q1 2025 373 $1.53B +$153M -$41.9M +$111M IVW, IVV, AAPL, IVE, SPYG 13F-HR 4/14/2025, 02:58 PM
Q4 2024 359 $1.44B +$97.6M -$102M -$4.87M IVW, IVV, AAPL, IVE, SPYG 13F-HR 1/13/2025, 03:21 PM
Q3 2024 357 $1.46B +$154M -$28.4M +$126M IVW, IVV, AAPL, IVE, MSFT 13F-HR 10/22/2024, 05:03 PM
Q2 2024 339 $1.26B +$38.7M -$172M -$133M IVW, IVV, AAPL, IVE, MSFT 13F-HR 7/23/2024, 12:38 PM
Q1 2024 354 $1.38B +$49.8M -$43.5M +$6.26M IVW, IVV, IVE, AAPL, MSFT 13F-HR 4/15/2024, 06:15 PM
Q4 2023 352 $1.31B +$51.8M -$50.3M +$1.47M IVW, IVV, AAPL, IVE, RSP 13F-HR 1/17/2024, 03:47 PM
Q3 2023 337 $1.2B +$51.8M -$58M -$6.2M IVW, IVV, AAPL, IVE, MSFT 13F-HR 10/13/2023, 04:06 PM
Q2 2023 360 $1.27B +$337M -$16.5M +$321M IVW, AAPL, IVV, IVE, MSFT 13F-HR 7/31/2023, 05:05 PM
Q1 2023 287 $905M +$22.6M -$15.8M +$6.81M IVW, IVV, AAPL, IVE, MSFT 13F-HR 5/18/2023, 04:03 PM
Q4 2022 291 $868M +$21.3M -$14.5M +$6.87M IVW, IVV, IVE, AAPL, VTV 13F-HR 1/24/2023, 03:26 PM
Q3 2022 281 $807M +$27.6M -$13.6M +$14M IVW, IVV, AAPL, IVE, VNLA 13F-HR 10/18/2022, 12:22 PM
Q2 2022 276 $854M +$15M -$11.3M +$3.62M IVW, IVV, AAPL, IVE, VNLA 13F-HR 7/20/2022, 03:37 PM
Q1 2022 302 $999M +$8.01M -$33.4M -$25.4M IVW, AAPL, IVV, IVE, MSFT 13F-HR 5/2/2022, 03:50 PM
Q4 2021 305 $1.07B +$14.2M -$60.8M -$46.7M IVW, AAPL, IVV, IVE, MSFT 13F-HR 1/18/2022, 02:27 PM
Q3 2021 309 $1.05B +$30.1M -$18.7M +$11.4M IVW, IVV, AAPL, IVE, VTV 13F-HR 10/14/2021, 02:27 PM
Q2 2021 313 $1.05B +$19.8M -$17.9M +$1.83M IVW, IVV, AAPL, IVE, VTV 13F-HR 7/12/2021, 03:13 PM
Q1 2021 311 $990M +$28.8M -$14.4M +$14.4M IVW, IVV, AAPL, IVE, VTV 13F-HR 4/12/2021, 01:32 PM
Q4 2020 300 $922M +$29.3M -$5.83M +$23.5M IVW, AAPL, IVV, IVE, VTV 13F-HR 2/10/2021, 10:14 AM
Q3 2020 268 $718M +$70.1M -$37.2M +$32.9M IVV, AAPL, IVE, VTV, MSFT 13F-HR 11/9/2020, 11:21 AM
Q2 2020 268 $777M +$26.5M -$9.01M +$17.5M IVW, IVV, AAPL, IVE, VTV 13F-HR 7/6/2020, 03:29 PM
Q1 2020 259 $669M +$16.8M -$28.3M -$11.5M IVW, IVV, IVE, AAPL, VTV 13F-HR 4/22/2020, 10:50 AM
Q4 2019 291 $852M +$15M -$11.5M +$3.59M IVW, IVV, IVE, AAPL, VTV 13F-HR 1/10/2020, 03:26 PM
Q3 2019 288 $768M +$17.9M -$15.6M +$2.29M IVW, IVV, IVE, AAPL, VTV 13F-HR 10/4/2019, 11:55 AM
Q2 2019 291 $782M +$12.3M -$11M +$1.26M IVW, IVV, IVE, AAPL, VTV 13F-HR 7/16/2019, 04:21 PM
Q1 2019 293 $769M +$18.1M -$13.7M +$4.35M IVW, IVV, IVE, AAPL, VTV 13F-HR 4/25/2019, 02:18 PM
Q4 2018 258 $683M +$16.6M -$17.7M -$1.09M IVW, IVV, IVE, AAPL, VTV 13F-HR 2/8/2019, 12:52 PM
Q3 2018 295 $817M +$19.7M -$15.9M +$3.84M IVW, IVV, IVE, AAPL, VTV 13F-HR 10/12/2018, 12:03 PM
Q2 2018 285 $775M +$40.6M -$12.7M +$27.9M IVW, IVV, IVE, AAPL, VTV 13F-HR 7/19/2018, 01:40 PM
Q1 2018 297 $759M +$21M -$24.1M -$3.07M IVW, IVV, IVE, AAPL, VTV 13F-HR 4/27/2018, 12:16 PM
Q4 2017 294 $779M +$52.3M -$12.7M +$39.6M IVW, IVV, IVE, AAPL, VTV 13F-HR 1/25/2018, 01:51 PM
Q3 2017 279 $715M +$156M -$4.79M +$151M IVW, IVV, IVE, AAPL, VTV 13F-HR 11/3/2017, 02:17 PM
Q2 2017 278 $584M +$11.2M -$5.14M +$6.04M IVW, IVV, IVE, VTV, FEZ 13F-HR 8/10/2017, 03:05 PM
Q1 2017 271 $568M +$29.3M -$8.71M +$20.6M IVW, IVV, IVE, VTV, FEZ 13F-HR 4/19/2017, 04:02 PM
Q4 2016 258 $523M +$41.6M -$22.2M +$19.4M IVW, IVV, IVE, VTV, EFA 13F-HR 1/31/2017, 04:16 PM
Q3 2016 269 $504M +$18.6M -$11.2M +$7.4M IVW, IVV, IVE, EFA, VTV 13F-HR 11/14/2016, 06:42 PM
Q2 2016 273 $499M +$22.6M -$5.8M +$16.8M IVW, IVV, IVE, EFA, VTV 13F-HR 8/1/2016, 01:18 PM
Q1 2016 271 $467M +$20.6M -$3.93M +$16.6M IVW, IVV, IVE, EFA, VTV 13F-HR 5/16/2016, 04:15 PM
Q4 2015 266 $465M +$21.8M -$9.61M +$12.2M IVW, IVV, IVE, EFA, VTV 13F-HR 2/10/2016, 07:57 AM
Q3 2015 265 $444M +$8.62M -$7.17M +$1.45M IVV, IVW, IVE, EFA, VTV 13F-HR 10/21/2015, 02:31 PM
Q2 2015 289 $497M +$15.3M -$13.3M +$2.02M IVV, IVW, IVE, EFA, VTV 13F-HR 7/31/2015, 06:05 PM
Q1 2015 290 $506M +$18.3M -$8.59M +$9.67M IVV, IVW, IVE, EFA, VTV 13F-HR 4/28/2015, 01:44 PM
Q4 2014 288 $497M +$14.4M -$9.18M +$5.27M IVV, IVW, IVE, EFA, AAPL 13F-HR 1/22/2015, 12:25 PM
Q3 2014 279 $494M +$9.13M -$10.8M -$1.67M IVV, IVW, IVE, EFA, VTV 13F-HR 11/3/2014, 05:38 PM
Q2 2014 288 $506M +$23.5M -$4.52M +$19M IVV, IVW, IVE, EFA, VTV 13F-HR 8/6/2014, 11:37 AM
Q1 2014 280 $485M +$27.4M -$10.1M +$17.3M IVV, IVW, IVE, EFA, VTV 13F-HR 5/2/2014, 01:58 PM
Q4 2013 277 $469M IVV, IVW, IVE, EFA, VTV 13F-HR 2/14/2014, 03:51 PM