• 13F History

LBA Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2017 - May 9, 2017
Value $
$190M
Signature - Title
David T. Albaneze - Chief Compliance Officer
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by LBA Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LBA Wealth Management, LLC reported 430 stock holdings with total value $190M as of Q1 2017. Top holdings included BND, MDY, VCSH, IJH, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2017 430 $190M +$7.92M -$5.17M +$2.75M BND, MDY, VCSH, IJH, VWO 13F-HR 5/9/2017, 04:31 PM
Q4 2016 430 $183M +$9.67M -$7.05M +$2.62M BND, MDY, VCSH, IJH, IGSB 13F-HR 2/10/2017, 01:36 PM
Q3 2016 431 $177M +$9.23M -$10.7M -$1.47M BND, MDY, VCSH, IJH, IGSB 13F-HR 11/10/2016, 01:58 PM
Q2 2016 422 $178M +$8.61M -$4.26M +$4.35M BND, MDY, VCSH, IJH, IGSB 13F-HR 8/12/2016, 08:48 AM
Q1 2016 403 $173M +$15.8M -$6.3M +$9.45M BND, MDY, VCSH, IJH, IGSB 13F-HR 5/5/2016, 03:51 PM
Q4 2015 394 $174M +$17.9M -$3.69M +$14.3M BND, MDY, VCSH, IJH, IGSB 13F-HR 2/2/2016, 05:50 PM
Q3 2015 330 $159M +$21.8M -$7.65M +$14.2M BND, MDY, IGSB, VCSH, IJH 13F-HR 11/3/2015, 02:06 PM
Q2 2015 314 $159M +$8.87M -$3.27M +$5.59M MDY, BND, IGSB, VCSH, IJH 13F-HR 8/12/2015, 02:07 PM
Q1 2015 307 $159M +$8.54M -$2.85M +$5.69M MDY, BND, IGSB, VCSH, IJH 13F-HR 5/1/2015, 09:58 AM
Q4 2014 288 $151M +$14.4M -$6.13M +$8.22M MDY, BND, IGSB, VCSH, AGG 13F-HR 2/4/2015, 03:54 PM
Q3 2014 421 $144M +$24.9M -$2.43M +$22.5M MDY, BND, IGSB, VCSH, AGG 13F-HR 11/10/2014, 12:08 PM
Q2 2014 265 $123M +$5.52M -$2.79M +$2.73M MDY, BND, IGSB, AGG, SHMXXXX 13F-HR 7/24/2014, 03:10 PM
Q1 2014 249 $121M +$5.71M -$4.26M +$1.45M MDY, BND, IGSB, AGG, SHMXXXX 13F-HR 5/1/2014, 01:45 PM
Q4 2013 250 $120M MDY, IGSB, BND, AGG, EEM 13F-HR 2/20/2014, 03:09 PM