Surevest, LLC

SEC CIK: 0001593842
Latest filing: Nov 14, 2022

SEC filings (opens in a new tab)

IVT holding history

InvenTrust Properties Corp. in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVT overview All 13F holders of IVT Full Q3 2022 holdings

Shares (Q3 2022): 370
Value: $8.00K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of IVT by Surevest, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	370	$8.00K	<0.1%	−73−16.5%	Reduced	Holders
Q2 2022	443	$11.0K	<0.1%	+443	New	Holders
Q1 2022	0	$0	0.0%	−99−100.0%	Sold out	Holders
Q4 2021	99	$3.00K	<0.1%	+99	New	Holders