• 13F History

Single Point Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$425M
Signature - Title
Ashleigh Swayze - Counsel
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Single Point Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Single Point Partners, LLC reported 87 stock holdings with total value $425M as of Q1 2025. Top holdings included IVV, IJH, AGG, IJR, and IWB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 87 $425M +$12.6M -$7.12M +$5.44M IVV, IJH, AGG, IJR, IWB 13F-HR 4/14/2025, 01:11 PM
Q4 2024 81 $434M +$375M -$3.32M +$372M IVV, IJH, AGG, IJR, MUB 13F-HR 1/29/2025, 11:22 AM
Q3 2024 34 $62.7M +$2.92M -$1.57M +$1.35M IEFA, IEMG, FLOT, USHY, SPY 13F-HR 10/3/2024, 03:42 PM
Q2 2024 34 $58.1M +$2.05M -$375M -$373M IEFA, IEMG, FLOT, USHY, SPY 13F-HR 7/12/2024, 12:00 PM
Q1 2024 77 $430M +$47.4M -$14.2M +$33.2M IVV, IJH, IWB, AGG, IJR 13F-HR 4/11/2024, 04:14 PM
Q4 2023 76 $401M +$9.59M -$24.6M -$15M IVV, IJH, IWB, AGG, IJR 13F-HR 1/11/2024, 12:55 PM
Q3 2023 76 $381M +$335M -$9.36M +$326M IVV, IJH, IWB, AGG, IJR 13F-HR 10/12/2023, 04:01 PM
Q2 2023 64 $72.1M +$6.44M -$1.4M +$5.05M IEMG, IEFA, FLOT, SPY, SPEM 13F-HR 7/10/2023, 12:29 PM
Q1 2023 155 $457M +$33.9M -$8.58M +$25.4M IVV, IJH, IWB, AGG, IJR 13F-HR 4/6/2023, 10:05 AM
Q4 2022 152 $415M +$42.4M -$11.2M +$31.3M IVV, IJH, IWB, AGG, IJR 13F-HR 1/10/2023, 10:14 AM
Q3 2022 128 $364M +$55.1M -$31M +$24.1M IVV, IJH, IWB, AGG, IJR 13F-HR 10/7/2022, 10:50 AM
Q2 2022 124 $367M +$47.8M -$63.9M -$16M IVV, IJH, AGG, IJR, VO 13F-HR 7/29/2022, 01:48 PM
Q1 2022 113 $382M +$39.6M -$352K +$39.2M IVV, IJH, AGG, IJR, VO 13F-HR 4/28/2022, 12:03 PM
Q4 2021 79 $364M +$327M -$807K +$326M IVV, IJH, AGG, IJR, VO 13F-HR 1/27/2022, 12:49 PM
Q3 2021 28 $45.8M +$2.75M -$246M -$244M IEMG, IEFA, SPY, FLOT, GOOG 13F-HR 10/25/2021, 10:50 AM
Q2 2021 77 $290M +$50.4M -$36.8M +$13.6M IVV, IJH, AGG, IJR, MUB 13F-HR 7/28/2021, 01:44 PM
Q1 2021 78 $273M +$63.3M -$27M +$36.3M IVV, IJH, IJR, AGG, IEMG 13F-HR 4/30/2021, 08:08 AM
Q4 2020 69 $222M +$33.1M -$49.5M -$16.4M IVV, IJH, AGG, IJR, MUB 13F-HR 1/12/2021, 01:16 PM
Q3 2020 64 $166M +$10.7M -$3.6M +$7.14M IVV, IJH, MUB, IJR, IEMG 13F-HR 10/30/2020, 03:59 PM
Q2 2020 60 $166M +$7.66M -$1.61M +$6.05M IVV, AGG, IJH, MUB, IJR 13F-HR 7/29/2020, 09:14 PM
Q1 2020 60 $132M +$16.5M -$4.06M +$12.4M IVV, AGG, MUB, IJR, IEMG 13F-HR 4/17/2020, 10:17 AM
Q4 2019 63 $165M IVV, IJH, AGG, IJR, MUB 13F-HR 2/10/2020, 03:39 PM