• 13F History

Catamount Wealth Management

13F Filings History

Latest 13F report
Q1 2019 - May 3, 2019
Value $
$176M
Signature - Title
Laurie Stefanowicz - VP, Managing Partner
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Catamount Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Catamount Wealth Management reported 184 stock holdings with total value $176M as of Q1 2019. Top holdings included META, SPY, V, AMZN, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2019 184 $176M +$26.1M -$1.15M +$25M META, SPY, V, AMZN, BRKB 13F-HR 5/3/2019, 01:07 PM
Q4 2018 170 $111M +$12.9M -$44.6M -$31.7M SPY, V, BRKB, JPM, QQQ 13F-HR 2/13/2019, 12:31 PM
Q3 2018 182 $209M +$14.6M -$4.7M +$9.87M META, SPY, AMZN, V, BRKB 13F-HR 11/13/2018, 10:17 AM
Q2 2018 171 $206M +$27.6M -$10.1M +$17.5M META, SPY, AMZN, V, JPM 13F-HR 8/13/2018, 03:53 PM
Q1 2018 180 $187M +$18.3M -$4.6M +$13.7M META, SPY, V, AMZN, BRKB 13F-HR 5/14/2018, 01:06 PM
Q4 2017 183 $179M +$18.3M -$14M +$4.27M META, SPY, V, BRKB, BABA 13F-HR 2/13/2018, 07:11 AM
Q3 2017 182 $172M +$8.75M -$5.94M +$2.81M META, SPY, V, AMZN, BRKB 13F-HR 11/13/2017, 07:10 AM
Q2 2017 171 $164M +$24.9M -$11.8M +$13.2M META, SPY, AMZN, V, BRKB 13F-HR 8/4/2017, 09:51 AM
Q1 2017 168 $146M +$23.4M -$8.22M +$15.2M META, SPY, AMZN, V, BRKB 13F-HR 5/12/2017, 03:32 PM
Q4 2016 156 $123M +$17.8M -$9.55M +$8.23M META, SPY, BRKB, V, AMZN 13F-HR 2/14/2017, 08:17 AM
Q3 2016 154 $117M +$32.5M -$5.13M +$27.4M META, SPY, BRKB, V, QQQXXXX 13F-HR 11/2/2016, 02:06 PM
Q2 2016 133 $86.6M +$13.6M -$9M +$4.57M META, SPY, BRKB, V, VZ 13F-HR 8/19/2016, 12:25 PM
Q1 2016 129 $86.4M +$10M -$24.6M -$14.5M META, SPY, V, BRKB, VZ 13F-HR 6/22/2016, 10:47 AM
Q4 2015 125 $110M +$9.52M -$9.21M +$313K META, SPY, QQQXXXX, V, AMZN 13F-HR 6/22/2016, 10:44 AM
Q3 2015 129 $100M +$7.57M -$12.9M -$5.37M META, SPY, QQQXXXX, V, AMZN 13F-HR 6/22/2016, 10:52 AM
Q2 2015 184 $129M +$23.4M -$9.58M +$13.8M META, SPY, QQQXXXX, AGN, V 13F-HR 6/22/2016, 10:49 AM
Q1 2015 154 $121M +$27.7M -$5.49M +$22.2M META, SPY, AGN, BRKB, QQQXXXX 13F-HR 6/22/2016, 10:41 AM
Q4 2014 121 $105M META, SPY, BRKB, VZ, QQQXXXX 13F-HR 6/22/2016, 10:38 AM