• 13F History

CAPITAL PERFORMANCE ADVISORS LLP

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$313M
Signature - Title
Barry Oliver - CHIEF COMPLIANCE OFFICER
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by CAPITAL PERFORMANCE ADVISORS LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAPITAL PERFORMANCE ADVISORS LLP reported 164 stock holdings with total value $313M as of Q4 2024. Top holdings included DFAC, DFAT, DFUV, DFIV, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 164 $313M +$19.1M -$35.2M -$16.1M DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 1/31/2025, 08:09 AM
Q3 2024 2,894 $328M +$54.2M -$5.04M +$49.2M DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 11/1/2024, 07:59 AM
Q2 2024 92 $263M +$8.41M -$6.5M +$1.91M DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 8/1/2024, 06:02 PM
Q1 2024 83 $262M +$18.9M -$4.17M +$14.8M DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 4/26/2024, 12:35 PM
Q4 2023 79 $231M +$13.4M -$822K +$12.6M DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 2/6/2024, 05:23 PM
Q3 2023 61 $196M +$2.85M -$3.12M -$271K DFAC, DFAT, DFIV, DFUV, IVV 13F-HR 11/2/2023, 01:54 PM
Q2 2023 59 $203M +$6.42M -$944K +$5.48M DFAC, DFAT, DFIV, DFUV, AAPL 13F-HR 8/10/2023, 05:42 PM
Q1 2023 53 $186M +$4.03M -$876K +$3.16M DFAC, DFAT, DFIV, DFUV, IVV 13F-HR 5/8/2023, 03:02 PM
Q4 2022 51 $174M +$5.7M -$981K +$4.72M DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 2/6/2023, 10:39 AM
Q3 2022 46 $155M +$2.26M -$869K +$1.39M DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 10/26/2022, 05:15 PM
Q2 2022 49 $163M +$21.2M -$1.75M +$19.5M DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 7/25/2022, 06:27 PM
Q1 2022 54 $175M +$3.65M -$535K +$3.12M DFAC, DFAT, DFIV, IVV, AAPL 13F-HR 4/14/2022, 12:10 PM
Q4 2021 44 $164M DFAC, DFAT, DFIV, IVV, AAPL 13F-HR 1/28/2022, 03:31 PM