Lebenthal Global Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhauppauge, NY
- CIK0001845766
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
190 | $547.62M | JEPQ, JEPI, ICVT, VCIT | 13F-HR | Jan 22, 2025 | 000117266125000303 | ||
182 | $492.58M | JEPQ, JEPI, VCIT, TLT | 13F-HR | Oct 28, 2024 | 000117266124004375 | ||
179 | $456.27M | JEPI, VCIT, VTV, JEPQ | 13F-HR | Jul 24, 2024 | 000117266124002888 | ||
186 | $450.13M | JEPI, VCIT, VTV, JEPQ | 13F-HR | May 9, 2024 | 000117266124002094 | ||
189 | $430.13M | JEPI, VTV, VCIT, JEPQ | 13F-HR | Feb 7, 2024 | 000117266124000505 | ||
122 | $332.24M | JEPI, VCIT, VTV, MUB | 13F-HR | Nov 8, 2023 | 000117266123003683 | ||
115 | $344.79M | JEPI, VCIT, JPST, VTV | 13F-HR | Aug 8, 2023 | 000117266123002812 | ||
111 | $326.59M | JEPI, VCIT, JPST, VTV | 13F-HR | May 5, 2023 | 000117266123001862 | ||
129 | $303.57M | JEPI, VCIT, VTV, FHLC | 13F-HR | Feb 7, 2023 | 000117266123000472 | ||
115 | $218.32M | FHLC, JEPI, VCIT, VTV | 13F-HR | Nov 8, 2022 | 000160658722002186 | ||
130 | $206.23M | JEPI, FHLC, VTV, QUAL | 13F-HR | Aug 5, 2022 | 000160658722001625 | ||
147 | $234.71M | FHLC, XLY, VTV, BBN | 13F-HR | May 10, 2022 | 000160658722001071 | ||
165 | $247.26M | FNDF, SPY, BBN, VTV | RESTATEMENT | Apr 15, 2022 | 000160658722000669 | ||
127 | $159.14M | BBN, SPY, FNDF, XSOE | 13F-HR | Nov 1, 2021 | 000160658721001465 | ||
157 | $186.17M | BBN, SPY, FNDF, ARKK | 13F-HR | Aug 5, 2021 | 000160658721001042 | ||
134 | $162.74M | BBN, SPY, ARKK, IYG | 13F-HR | May 7, 2021 | 000160658721000632 | ||
593 | $141.19M | BBN, SPY, ARKK, SCHD | 13F-HR | Feb 12, 2021 | 000160658721000312 |