• 13F History

Lester Murray Antman dba SimplyRich

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$350M
Signature - Title
Cindi Hill - Filing Agent
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by Lester Murray Antman dba SimplyRich. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lester Murray Antman dba SimplyRich reported 216 stock holdings with total value $350M as of Q4 2024. Top holdings included AAPL, GOOG, USMV, EEMV, and EFAV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 216 $350M +$10.5M -$9.43M +$1.03M AAPL, GOOG, USMV, EEMV, EFAV 13F-HR 1/29/2025, 03:33 PM
Q3 2024 221 $359M +$31.9M -$5.02M +$26.9M AAPL, USMV, GOOG, EEMV, EFAV 13F-HR 10/18/2024, 12:46 PM
Q2 2024 178 $316M +$4.43M -$4.69M -$256K AAPL, GOOG, USMV, EEMV, EFAV 13F-HR 7/26/2024, 04:10 PM
Q1 2024 179 $309M +$6.71M -$4.07M +$2.64M AAPL, USMV, GOOG, EEMV, EFAV 13F-HR 5/3/2024, 01:41 PM
Q4 2023 172 $290M +$68M -$3.91M +$64.1M AAPL, USMV, GOOG, EEMV, EFAV 13F-HR 1/26/2024, 01:28 PM
Q3 2023 145 $206M +$6.25M -$2.55M +$3.7M AAPL, GOOG, MSFT, GOOGL, NVO 13F-HR 10/20/2023, 05:26 PM
Q2 2023 174 $280M +$7.97M -$2.97M +$5M AAPL, USMV, EEMV, EFAV, GOOG 13F-HR 8/4/2023, 04:58 PM
Q1 2023 174 $266M +$4.19M -$813K +$3.38M AAPL, USMV, EEMV, EFAV, GOOG 13F-HR 5/5/2023, 12:03 PM
Q4 2022 170 $251M +$14.2M -$1.39M +$12.8M AAPL, USMV, EEMV, EFAV, REET 13F-HR 1/30/2023, 03:06 PM
Q3 2022 152 $222M +$20.1M -$2.47M +$17.7M AAPL, USMV, EEMV, GOOG, EFAV 13F-HR 10/31/2022, 06:35 PM
Q2 2022 158 $241M +$2.5M -$2.15M +$356K AAPL, USMV, EEMV, GOOG, EFAV 13F-HR 7/22/2022, 01:48 PM
Q1 2022 169 $285M +$2.55M -$3.08M -$533K AAPL, GOOG, USMV, EEMV, EFAV 13F-HR 5/4/2022, 04:04 PM
Q4 2021 171 $301M +$7.62M -$3.39M +$4.23M AAPL, GOOG, USMV, EEMV, EFAV 13F-HR 1/7/2022, 02:55 PM
Q3 2021 174 $275M +$65.6M -$5.2M +$60.4M AAPL, GOOG, USMV, EEMV, EFAV 13F-HR 10/4/2021, 04:43 PM
Q2 2021 161 $218M +$14.5M -$63.8M -$49.3M AAPL, GOOG, GOOGL, MSFT, UNH 13F-HR 7/9/2021, 10:06 AM
Q1 2021 170 $252M +$17.9M -$329K +$17.5M AAPL, EEMV, USMV, GOOG, EFAV 13F-HR 5/5/2021, 02:27 PM
Q4 2020 156 $224M +$4.42M -$1.98M +$2.44M AAPL, EEMV, USMV, EFAV, GOOG 13F-HR 2/1/2021, 12:30 PM
Q3 2020 149 $199M +$13.5M -$2.58M +$10.9M AAPL, USMV, EEMV, EFAV, GOOG 13F-HR 11/3/2020, 12:29 PM
Q2 2020 135 $180M +$10.6M -$1.13M +$9.43M AAPL, USMV, EEMV, EFAV, GOOG 13F-HR 8/6/2020, 01:54 PM
Q1 2020 121 $150M +$2.29M -$3.02M -$731K USMV, EFAV, EEMV, AAPL, GOOG 13F-HR 5/6/2020, 01:52 PM
Q4 2019 155 $199M +$4.52M -$931K +$3.59M USMV, EEMV, EFAV, REET, AAPL 13F-HR 1/27/2020, 12:01 PM
Q3 2019 150 $183M +$10.4M -$915K +$9.46M USMV, EFAV, EEMV, REET, GOOG 13F-HR 11/1/2019, 01:09 PM
Q2 2019 155 $181M +$64.7M -$847K +$63.8M USMV, EEMV, EFAV, REET, GOOG 13F-HR 8/5/2019, 10:34 AM
Q1 2019 73 $122M +$11.7M -$4.46M +$7.2M USMV, EEMV, EFAV, REET, AAPL 13F-HR 5/1/2019, 11:34 AM
Q4 2018 73 $108M +$3.92M -$3.55M +$374K EFAV, EEMV, USMV, AAPL, UNH 13F-HR 2/7/2019, 02:57 PM
Q3 2018 159 $183M +$3.01M -$765K +$2.24M EEMV, EFAV, USMV, GOOG, AAPL 13F-HR 10/24/2018, 03:53 PM
Q2 2018 158 $173M +$987K -$1.41M -$420K EEMV, EFAV, USMV, GOOG, AAPL 13F-HR 8/2/2018, 03:16 PM
Q1 2018 171 $179M +$11.6M -$4.35M +$7.23M EEMV, EFAV, USMV, GOOG, AAPL 13F-HR 5/1/2018, 12:54 PM
Q4 2017 161 $178M EEMV, EFAV, USMV, GOOG, AAPL Restatement 2/6/2018, 09:13 AM