BRONFMAN E.L. ROTHSCHILD, L.P.
13F Portfolio Filings
- Most recent 13FQ3 2020
- Locationpotomac, MD
- CIK0001666612
- Alternate namesWealthspire Advisors, L.P.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
484 | $2.84B | VOO, IVV, VEA, SPY | 13F-HR | Nov 13, 2020 | 000110465920125062 | ||
448 | $1.40B | VOO, IVV, ACN, VEA | 13F-HR | Aug 14, 2020 | 000110465920094891 | ||
432 | $1.15B | VOO, IVV, ACN, VEA | 13F-HR | May 13, 2020 | 000110465920060735 | ||
499 | $1.49B | VOO, IVV, VEA, ACN | 13F-HR | Feb 14, 2020 | 000110465920020799 | ||
467 | $1.37B | VOO, IVV, VEA, ACN | 13F-HR | Nov 13, 2019 | 000110465919063081 | ||
459 | $1.34B | VOO, IVV, VEA, ACN | 13F-HR | Aug 12, 2019 | 000114420419039210 | ||
2,600 | $1.33B | VOO, IVV, VEA, ACN | 13F-HR | May 13, 2019 | 000114420419025363 | ||
2,563 | $1.12B | VOO, IVV, VEA, ACN | 13F-HR | Feb 14, 2019 | 000114420419007720 | ||
2,523 | $1.21B | IVV, VOO, VEA, ACN | 13F-HR | Nov 13, 2018 | 000114420418059390 | ||
2,577 | $1.10B | IVV, VOO, VEA, ACN | 13F-HR | Aug 8, 2018 | 000114420418042756 | ||
2,646 | $1.06B | IVV, VOO, VEA, IJR | 13F-HR | May 3, 2018 | 000114420418024951 | ||
2,573 | $1.03B | IVV, VOO, VEA, SCHF | 13F-HR | Feb 7, 2018 | 000114420418006217 | ||
2,528 | $917.61M | VOO, IVV, SCHF, VEA | 13F-HR | Nov 8, 2017 | 000114420417057298 | ||
2,337 | $844.14M | IVV, VOO, SCHF, IWM | 13F-HR | Aug 9, 2017 | 000114420417041301 | ||
2,071 | $702.97M | VOO, IVV, IWM, SCHF | 13F-HR | May 9, 2017 | 000114420417025493 | ||
1,851 | $668.77M | VOO, IVV, IWM, VEA | 13F-HR | Feb 6, 2017 | 000114420417006151 | ||
1,844 | $641.74M | IVV, VOO, IWM, SCHF | 13F-HR | Nov 4, 2016 | 000114420416131731 | ||
1,830 | $600.27M | IVV, VOO, IWM, VEA | 13F-HR | Aug 12, 2016 | 000114420416118740 | ||
1,867 | $566.75M | IVV, VOO, IWM, VEA | 13F-HR | May 6, 2016 | 000114420416099458 | ||
1,867 | $537.47M | IVV, VOO, IWM, SCHF | 13F-HR | Feb 10, 2016 | 000114420416080398 |