• 13F History

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Signature - Title
Daniel Macauley - Deputy CEO
Location
Conskleagh, Dublin, Ireland
Summary
This page shows a list of all the recent 13F filings made by BREWIN DOLPHIN WEALTH MANAGEMENT LTD. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BREWIN DOLPHIN WEALTH MANAGEMENT LTD reported 313 stock holdings with total value $770M as of Q2 2022. Top holdings included VT, BRKB, VOO, V, and MSFT. ROYAL BANK OF CANADA is reporting for BREWIN DOLPHIN WEALTH MANAGEMENT LTD.
Holdings Value

ROYAL BANK OF CANADA is reporting for BREWIN DOLPHIN WEALTH MANAGEMENT LTD:

Name Holdings Value Location File Number
ROYAL BANK OF CANADA $462B Toronto, Ontario, Canada 028-11396
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 13F-NT 2/12/2025, 09:58 AM
Q3 2024 13F-NT 11/13/2024, 01:08 PM
Q2 2024 13F-NT 8/13/2024, 08:47 AM
Q1 2024 13F-NT 5/10/2024, 11:19 AM
Q4 2023 0 $0 13F-NT 2/12/2024, 03:45 PM
Q3 2023 13F-NT 11/14/2023, 08:23 AM
Q2 2023 13F-NT 8/10/2023, 03:40 PM
Q1 2023 13F-NT 5/12/2023, 01:22 PM
Q4 2022 13F-NT 2/9/2023, 01:33 PM
Q3 2022 13F-NT 11/14/2022, 01:43 PM
Q2 2022 313 $770M +$154M -$9.61M +$145M VT, BRKB, VOO, V, MSFT 13F-HR 11/14/2022, 10:01 AM
Q1 2022 366 $892M +$22.8M -$8.73M +$14.1M BRKB, VGT, VT, MSFT, VOO 13F-HR 11/14/2022, 09:58 AM
Q4 2021 345 $928M +$18.5M -$37.5M -$19M BRKB, VGT, VT, MSFT, VOO 13F-HR 11/14/2022, 09:55 AM
Q3 2021 332 $877M +$59.8M -$6.76M +$53.1M BRKB, VT, VGT, MSFT, VOO 13F-HR 11/9/2023, 03:57 PM
Q2 2021 334 $823M +$108M -$2.92M +$105M BRKB, VT, VGT, MSFT, SPY 13F-HR 11/9/2023, 03:52 PM
Q1 2021 320 $655M +$40.1M -$3.87M +$36.2M BRKB, VGT, VT, SPY, VOO 13F-HR 11/9/2023, 03:48 PM
Q4 2020 320 $594M +$14.7M -$26.2M -$11.5M BRKB, VGT, VT, SPY, MSFT 13F-HR 11/9/2023, 03:44 PM
Q3 2020 320 $541M +$49.2M -$6.61M +$42.6M VT, BRKB, VGT, SPY, MSFT 13F-HR 11/9/2023, 03:40 PM
Q2 2020 296 $468M +$251M -$2.41M +$249M VT, BRKB, VGT, SPY, MSFT 13F-HR 11/9/2023, 03:35 PM
Q1 2020 215 $185M +$6.47M -$3.63M +$2.85M MSFT, SPY, JNJ, BRKB, VGT 13F-HR 11/9/2023, 03:30 PM
Q4 2019 204 $216M +$4.04M -$3.77M +$274K SPY, MSFT, JNJ, BRKB, VGT 13F-HR 11/9/2023, 03:25 PM
Q3 2019 202 $197M +$11.7M -$9.65M +$2.06M SPY, MSFT, JNJ, BRKB, VGT 13F-HR 11/9/2023, 03:20 PM
Q2 2019 203 $192M +$4.46M -$4.15M +$313K SPY, MSFT, JNJ, BRKB, VGT 13F-HR 11/9/2023, 03:12 PM
Q1 2019 192 $184M +$2.44M -$2.56M -$126K SPY, MSFT, JNJ, VGT, BRKB 13F-HR 11/9/2023, 03:05 PM
Q4 2018 191 $165M +$2.95M -$2M +$947K SPY, MSFT, JNJ, BRKB, VGT 13F-HR 11/9/2023, 02:47 PM
Q3 2018 194 $186M +$5.04M -$2.93M +$2.1M SPY, MSFT, JNJ, BRKB, VGT 13F-HR 11/9/2023, 02:43 PM
Q2 2018 195 $168M +$6.65M -$1.71M +$4.93M SPY, MSFT, JNJ, VGT, BRKB 13F-HR 11/9/2023, 02:22 PM
Q1 2018 184 $162M +$9.29M -$1.31M +$7.98M SPY, MSFT, JNJ, BRKB, VGT 13F-HR 11/9/2023, 02:16 PM
Q4 2017 169 $157M +$5.04M -$1.67M +$3.37M SPY, JNJ, MSFT, BRKB, VGT 13F-HR 11/9/2023, 02:08 PM
Q3 2017 157 $144M SPY, JNJ, MSFT, BRKB, VGT 13F-HR 11/9/2023, 02:00 PM