Skip to main content

Veritable, L.P.

SEC CIK
0001300311
Latest filing
Nov 14, 2023

TRU holding history

TransUnion 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.

TRU overviewAll 13F holders of TRUFull 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 TRU by Veritable, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−5,725−100.0%Sold outHolders
Q2 20225,725$458.0K<0.1%−683−10.7%ReducedHolders
Q1 20226,408$662.0K<0.1%−586−8.4%ReducedHolders
Q4 20216,994$829.0K<0.1%−1,276−15.4%ReducedHolders
Q3 20218,270$929.0K<0.1%−642−7.2%ReducedHolders
Q2 20218,912$979.0K<0.1%+6,641+292.4%AddedHolders
Q1 20212,271$204.0K<0.1%––Holders

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