• 13F History

Surevest, LLC

13F Filings History

Latest 13F report
Q3 2022 - Nov 14, 2022
Value $
$368M
Signature - Title
Larry T. Nakamura - VP, Head of US Compliance, CI Fiancial
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Surevest, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Surevest, LLC reported 451 stock holdings with total value $368M as of Q3 2022. Top holdings included IWF, AGG, IXUS, ACWX, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 451 $368M +$26.5M -$4.09M +$22.4M IWF, AGG, IXUS, ACWX, AAPL 13F-HR 11/14/2022, 08:12 AM
Q2 2022 475 $381M +$29.1M -$4.85M +$24.3M AGG, IWF, IXUS, ACWX, AAPL 13F-HR 8/15/2022, 01:00 PM
Q1 2022 458 $414M +$110M -$97.1M +$12.9M IWF, AGG, IXUS, ACWX, AAPL 13F-HR 5/13/2022, 06:29 PM
Q4 2021 466 $422M +$31M -$22M +$8.98M ACWX, BND, AAPL, SMMD, PANW 13F-HR 2/10/2022, 05:50 PM
Q3 2021 108 $396M +$28.4M -$4.93M +$23.5M ACWX, BND, AAPL, SMMD, PANW 13F-HR 10/12/2021, 09:56 PM
Q2 2021 99 $384M +$46.1M -$11M +$35M ACWX, BND, AAPL, SMMD, GOOG 13F-HR 8/5/2021, 06:55 PM
Q1 2021 92 $331M +$41M -$20M +$21M BND, ACWX, AAPL, SMMD, AMZN 13F-HR 4/19/2021, 09:31 AM
Q4 2020 88 $300M +$25.4M -$239K +$25.1M BND, AAPL, CRWD, AMZN, PANW 13F-HR 2/4/2021, 01:55 PM
Q3 2020 81 $254M +$28.2M -$3.49M +$24.7M BND, AAPL, AMZN, CRWD, META 13F-HR 10/15/2020, 06:19 PM
Q2 2020 80 $226M +$29.8M -$2.11M +$27.7M BND, AAPL, AMZN, META, GOOG 13F-HR 7/15/2020, 09:55 AM
Q1 2020 96 $184M +$87.8M -$34.7M +$53.1M BND, AMZN, AAPL, META, GOOG 13F-HR 4/16/2020, 04:42 PM
Q4 2019 143 $234M +$29.7M -$8.03M +$21.7M VEU, IQDG, STIP, SPDW, FLOT 13F-HR 1/13/2020, 06:50 PM
Q3 2019 130 $203M +$16.5M -$2.31M +$14.2M VEU, STIP, FLOT, IQDG, STOT 13F-HR 10/15/2019, 10:54 AM
Q2 2019 131 $192M +$43.8M -$14.7M +$29.1M VEU, STIP, FLOT, STOT, AGGY 13F-HR 7/10/2019, 06:15 AM
Q1 2019 119 $162M +$33.7M -$4.09M +$29.6M VEU, STIP, FLOT, AGGY, IQDG 13F-HR 4/9/2019, 09:53 AM
Q4 2018 136 $127M VEU, STIP, FLOT, AGGY, SPDW 13F-HR 2/20/2019, 12:03 PM