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SVB Wealth LLCCoreConcentrated long-term

CIK: 0001626116 | BOSTON, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1570$1.6B2026-07-17SEC ↗
Q1 2026
13F-HR1500$1.5B2026-04-17SEC ↗
Q4 2025
13F-HR1311$1.7B2026-02-04SEC ↗
Q3 2025
13F-HR1510$1.9B2025-11-06SEC ↗
Q2 2025
13F-HR1684$1.9B2025-08-14SEC ↗
Q1 2025
13F-HR2531$2.4B2025-05-14SEC ↗
Q4 2024
13F-HR1588$5.4B2025-02-05SEC ↗
Q3 2024
13F-HR34$117.5M2024-10-18SEC ↗
Q2 2024
13F-HR1567$4.0B2024-08-06SEC ↗
Q1 2024
13F-HR1873$4.5B2024-05-15SEC ↗
Q4 2023
13F-HR1890$4.1B2024-01-30SEC ↗
Q3 2023
13F-HR1807$4.6B2023-10-23SEC ↗
Q2 2023
13F-HR1986$5.5B2023-07-24SEC ↗
Q1 2023
13F-HR2127$7.2B2023-05-12SEC ↗
Q4 2022
13F-HR2185$7.4B2023-02-10SEC ↗
Q3 2022
13F-HR2054$387.8M2022-11-09SEC ↗
Q2 2022
13F-HR1501$288.5M2022-08-16SEC ↗
Q1 2022
13F-HR1516$257.5M2022-05-13SEC ↗
Q4 2021
13F-HR1525$248.9M2022-02-15SEC ↗
Q3 2021
13F-HR1896$213.7M2021-11-09SEC ↗
Q2 2021
13F-HR1850$264.6M2021-08-13SEC ↗
Q1 2021
13F-HR1697$204.4M2021-05-11SEC ↗
Q4 2020
13F-HR1551$177.1M2021-02-10SEC ↗
Q3 2020
13F-HR1317$151.2M2020-11-10SEC ↗
Q2 2020
13F-HR758$133.2M2020-08-05SEC ↗
Q1 2020
13F-HR663$94.7M2020-05-11SEC ↗
Q4 2019
13F-HR760$117.3M2020-02-13SEC ↗
Q3 2019
13F-HR613$87.9M2019-11-01SEC ↗
Q2 2019
13F-HR611$91.2M2019-07-10SEC ↗
Q1 2019
13F-HR474$113.3M2019-05-14SEC ↗
Q4 2018
13F-HR803$94.3M2019-02-14SEC ↗
Q3 2018
13F-HR873$122.4M2018-11-13SEC ↗
Q2 2018
13F-HR627$91.6M2018-08-14SEC ↗
Q1 2018
13F-HR627$94.1M2018-05-11SEC ↗
Q4 2017
13F-HR599$96.4M2018-02-13SEC ↗
Q3 2017
13F-HR596$92.8M2017-11-13SEC ↗
Q2 2017
13F-HR620$81.9M2017-08-04SEC ↗
Q1 2017
13F-HR655$88.6M2017-05-11SEC ↗
Q4 2016
13F-HR647$81.5M2017-02-15SEC ↗
Q3 2016Amended
13F-HR/A658$4.5M2016-11-14SEC ↗
Q2 2016
13F-HR658$73.3M2016-08-01SEC ↗
Q1 2016
13F-HR662$74.9M2016-05-13SEC ↗
Q4 2015
13F-HR736$79.8M2016-02-12SEC ↗
Q3 2015
13F-HR765$85.2M2015-11-12SEC ↗
Q2 2015
13F-HR747$93.7M2015-08-13SEC ↗
Q1 2015
13F-HR668$93.3M2015-05-12SEC ↗
Q4 2014
13F-HR615$87.1M2015-02-10SEC ↗