• 13F History

Clear Perspective Advisors, LLC

13F Filings History

Latest 13F report
Q4 2021 - Feb 17, 2022
Value $
$329M
Signature - Title
Stewart Beach - Managing Member
Location
Aurora, IL
Summary
This page shows a list of all the recent 13F filings made by Clear Perspective Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clear Perspective Advisors, LLC reported 181 stock holdings with total value $329M as of Q4 2021. Top holdings included SPLG, SCHD, LMBS, VOO, and TMFC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 181 $329M +$33.4M -$15.6M +$17.8M SPLG, SCHD, LMBS, VOO, TMFC 13F-HR 2/17/2022, 12:11 PM
Q3 2021 169 $292M +$23.8M -$11.5M +$12.3M SPLG, SCHD, LMBS, VOO, TMFC 13F-HR 11/12/2021, 12:16 PM
Q2 2021 161 $288M +$27M -$11.8M +$15.2M SPLG, SCHD, LMBS, VOO, SPHB 13F-HR 8/13/2021, 04:35 PM
Q1 2021 152 $256M +$35.7M -$36.1M -$437K SPLG, SCHD, LMBS, VOO, SPHB 13F-HR 5/14/2021, 03:01 PM
Q4 2020 143 $245M SPLG, SCHD, SPTS, VGIT, VOO 13F-HR 2/16/2021, 11:12 AM
Q3 2020 22 $12.6M DIS, LOW, GOOGL, PG, GD 13F-HR 11/3/2020, 07:01 PM
Q2 2020 119 $181M +$22.8M -$5.75M +$17.1M SPLG, VOO, SCHD, SPTS, VGIT 13F-HR 8/14/2020, 05:20 PM
Q1 2020 110 $150M +$35.1M -$7.92M +$27.2M SPLG, VOO, SCHD, SPTS, VGIT 13F-HR 5/13/2020, 03:31 PM
Q4 2019 134 $162M +$7.5M -$77M -$69.5M VOO, SPLG, BRKB, AAPL, IJH 13F-HR 2/10/2020, 12:20 PM
Q3 2019 148 $220M +$81.5M -$1.98M +$79.5M VOO, SPLG, VGSH, BRKB, BND 13F-HR 11/14/2019, 03:17 PM
Q2 2019 186 $145M +$19.2M -$6.4M +$12.8M VOO, SPLG, AAPL, VGSH, BND 13F-HR 8/12/2019, 03:39 PM
Q1 2019 135 $140M +$18.9M -$8.88M +$9.99M VOO, BRKB, SPLG, AAPL, VGSH 13F-HR 5/8/2019, 03:19 PM
Q4 2018 134 $120M +$11.4M -$6.12M +$5.24M VOO, BRKB, VGSH, IJH, VTV 13F-HR 2/4/2019, 01:42 PM
Q3 2018 140 $133M +$11.7M -$2.57M +$9.11M VOO, BRKB, IJH, BND, VB 13F-HR 11/13/2018, 08:33 AM
Q2 2018 472 $141M +$16.2M -$8.62M +$7.59M VOO, BRKB, BND, IJH, VB 13F-HR 8/7/2018, 11:40 AM
Q1 2018 472 $134M +$14.9M -$5.86M +$8.99M BRKB, VOO, VB, BND, VO 13F-HR 5/14/2018, 02:10 PM
Q4 2017 449 $130M +$8.48M -$2.99M +$5.49M BRKB, VOO, VB, BND, VO 13F-HR 2/1/2018, 01:57 PM
Q3 2017 453 $122M +$9.16M -$7M +$2.15M BRKB, VOO, VB, BND, AAPL 13F-HR 11/13/2017, 03:55 PM
Q2 2017 454 $118M +$10M -$1.93M +$8.11M BRKB, VOO, VB, BND, VO 13F-HR 8/14/2017, 05:14 PM
Q1 2017 399 $145M +$6.33M -$10M -$3.68M BRKB, VOO, VB, BND, VO 13F-HR 5/15/2017, 09:37 AM
Q4 2016 397 $151M BRKB, VOO, VB, BND, AAPL 13F-HR 5/15/2017, 09:36 AM