Equius Partners, Inc.

13F Filings History

Latest 13F report: Q4 2022 - Jan 27, 2023
Value $: $322M
Signature - Title: Michael Bolgatz - General Counsel
Location: Novato, CA
Summary: This page shows a list of all the recent 13F filings made by Equius Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Equius Partners, Inc. reported 27 stock holdings with total value $322M as of Q4 2022. Top holdings included DFUV, DFAT, DFIV, DFUS, and DISV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2022	27	$322M	+$17M	-$9.17M	+$7.86M	DFUV, DFAT, DFIV, DFUS, DISV	13F-HR	1/27/2023, 12:38 PM
Q3 2022	18	$278M	+$4.57M	-$2.06M	+$2.51M	DFUV, DFAT, DFIV, DFUS, DFAS	13F-HR	11/3/2022, 12:58 PM
Q2 2022	15	$294M	+$98.1M	-$1.55M	+$96.5M	DFUV, DFAT, DFIV, DFUS, DFAS	13F-HR	7/28/2022, 11:56 AM
Q1 2022	14	$232M	+$1.32M	-$472K	+$844K	DFAT, DFIV, DFUS, DFAS, TWOU	13F-HR	5/10/2022, 06:28 PM
Q4 2021	18	$237M				DFAT, DFIV, DFUS, DFAS, TWOU	13F-HR	2/14/2022, 07:24 PM