• 13F History

Noven Financial Group, Inc.

13F Filings History

Latest 13F report
Q1 2020 - May 1, 2020
Value $
$123M
Signature - Title
Anjanette M. Phetteplace - Chief Compliance Officer
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Noven Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Noven Financial Group, Inc. reported 36 stock holdings with total value $123M as of Q1 2020. Top holdings included IEF, IEI, IWF, IWS, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2020 36 $123M +$76.5M -$43.9M +$32.7M IEF, IEI, IWF, IWS, VUG 13F-HR 5/1/2020, 05:14 PM
Q4 2019 33 $216M +$36.2M -$4.6M +$31.6M IWP, IVW, IWO, IJS, IWD 13F-HR 2/10/2020, 04:22 PM
Q3 2019 31 $202M +$51.1M -$299K +$50.8M IVW, TLT, IWP, IWD, IJS 13F-HR 11/13/2019, 12:46 PM
Q2 2019 33 $197M +$79.4M -$781K +$78.6M IVW, IWP, TLT, LQD, IWD 13F-HR 8/12/2019, 04:07 PM
Q1 2019 36 $191M +$145M -$2.21M +$143M IWP, IVW, IJJ, IJS, IWD 13F-HR 5/10/2019, 03:52 PM
Q4 2018 29 $106M +$76M -$39.6M +$36.4M IEF, TLH, IEI, VUG, PGX 13F-HR 2/6/2019, 03:10 PM
Q3 2018 31 $200M +$5.81M -$5.3M +$513K QQQXXXX, IJT, IJS, IWP, DON 13F-HR 11/13/2018, 10:02 AM
Q2 2018 31 $191M +$15.6M -$5.22M +$10.4M QQQXXXX, IJT, IJS, IWP, DON 13F-HR 8/10/2018, 12:25 PM
Q1 2018 31 $179M +$27.8M -$1.17M +$26.7M QQQXXXX, IWP, IJT, IJS, DON 13F-HR 5/9/2018, 11:03 AM
Q4 2017 32 $173M +$16.1M -$2.79M +$13.3M QQQXXXX, IWP, IJS, IJT, DON 13F-HR 2/14/2018, 04:57 PM
Q3 2017 31 $166M +$15.7M -$3.72M +$12M QQQXXXX, IWP, IJS, IJT, DON 13F-HR 11/13/2017, 10:38 AM
Q2 2017 34 $157M +$12.5M -$4.61M +$7.93M QQQXXXX, IWP, IJS, IJT, DON 13F-HR 8/14/2017, 11:55 AM
Q1 2017 32 $153M +$3.63M -$2.52M +$1.12M IJS, QQQXXXX, IWP, IJT, DON 13F-HR 5/12/2017, 10:07 AM
Q4 2016 31 $146M +$18.4M -$15.7M +$2.69M IJS, IJT, DON, IWP, QQQXXXX 13F-HR 2/13/2017, 03:23 PM
Q3 2016 32 $141M IJS, DON, IWP, QQQXXXX, IJT New Holdings 11/14/2016, 02:19 PM
Q3 2016 36 $148M DON, HDV, IWP, IJS, IJT 13F-HR 11/14/2016, 11:59 AM
Q2 2016 38 $148M +$11.8M -$146K +$11.6M DON, HDV, IWP, IJS, IJT 13F-HR 8/12/2016, 10:31 AM
Q1 2016 42 $141M +$97.7M -$28.7M +$68.9M HDV, IWP, DON, IJS, QQQXXXX 13F-HR 5/12/2016, 12:21 PM
Q4 2015 41 $132M +$45.7M -$6.37M +$39.3M ILCG, IEF, IWS, IWN, MDYG 13F-HR 2/11/2016, 12:02 PM
Q3 2015 37 $124M +$82.8M -$13.7M +$69M ILCG, SLYG, IEI, IEF, IVE 13F-HR 11/12/2015, 11:13 AM
Q2 2015 37 $138M +$16.5M -$8.25M +$8.26M IJT, VUG, IWP, VBR, VOE 13F-HR 8/12/2015, 12:18 PM
Q1 2015 36 $139M +$3.03M -$2.6M +$435K VUG, IJT, IWP, VBR, VOE Restatement 5/5/2015, 10:38 AM
Q4 2014 34 $134M +$86.3M -$21.9M +$64.3M VUG, IJT, IWP, VOE, VBR 13F-HR 2/13/2015, 09:29 AM
Q3 2014 36 $137M +$41.9M -$14.6M +$27.4M VUG, VOT, ILCV, IJJ, LQD 13F-HR 11/13/2014, 12:00 PM
Q2 2014 35 $139M +$31.3M -$4.24M +$27M IJJ, VUG, VOT, IWN, ILCV 13F-HR 8/8/2014, 10:29 AM
Q1 2014 34 $130M +$19.3M -$23.1M -$3.75M IWO, IJJ, IWN, VOT, ILCV 13F-HR 5/15/2014, 11:16 AM
Q4 2013 30 $145M AMPE, IWO, VUG, IWN, IJJ 13F-HR 2/4/2014, 11:23 AM