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Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

SREV holding history

Concentrix Srev, Inc. in every 13F filed by Veritable, L.P., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SREV overviewAll 13F holders of SREVFull Q3 2023 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of SREV by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−142,665−100.0%Sold outHolders
Q2 2022142,665$210.0K<0.1%+99,004+226.8%AddedHolders
Q1 202243,661$57.0K<0.1%00.0%UnchangedHolders
Q4 202143,661$43.0K<0.1%00.0%UnchangedHolders
Q3 202143,661$59.0K<0.1%00.0%UnchangedHolders
Q2 202143,661$62.0K<0.1%00.0%UnchangedHolders
Q1 202143,661$64.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.