13F Filings History of Equius Partners, Inc.

Latest 13F report
Q4 2022 - 27 Jan 2023
Value $
$323,871,532
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 28 stock holdings with total value $323,871,532 as of Q4 2022. Top holdings included DFUV, DFAT, DFIV, DFUS, and DISV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 28 $323,871,532 +$18,675,780 -$9,173,959 +$9,501,821 DFUV, DFAT, DFIV, DFUS, DISV 13F-HR 27 Jan 2023, 13:38
Q3 2022 18 $278,313,000 +$4,567,094 -$3,547,924 +$1,019,170 DFUV, DFAT, DFIV, DFUS, DFAS 13F-HR 03 Nov 2022, 12:58
Q2 2022 16 $295,386,000 +$99,251,362 -$2,233,680 +$97,017,682 DFUV, DFAT, DFIV, DFUS, DFAS 13F-HR 28 Jul 2022, 11:56
Q1 2022 16 $231,989,000 +$1,765,420 -$1,823,539 -$58,119 DFAT, DFIV, DFUS, DFAS, TWOU 13F-HR 10 May 2022, 18:28
Q4 2021 18 $237,279,000 $0 $0 $0 DFAT, DFIV, DFUS, DFAS, TWOU 13F-HR 14 Feb 2022, 20:24