Skip to main content

V Wealth Advisors LLC

SEC CIK
0001661149
Latest filing
Nov 15, 2023

TEAM holding history

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

TEAM overviewAll 13F holders of TEAMFull Q3 2023 holdings

Shares (Q3 2023)
1,800
Value
$362.7K
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of TEAM by V Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20231,800$362.7K0.3%−1,620−47.4%ReducedHolders
Q2 20233,420$573.9K0.1%+175+5.4%AddedHolders
Q1 20233,245$555.4K0.1%00.0%UnchangedHolders
Q4 20223,245$417.6K0.1%+3,245NewHolders
Q3 20220$00.0%−1,947−100.0%Sold outHolders
Q2 20221,947$365.0K0.1%−49−2.5%ReducedHolders
Q1 20221,996$587.0K0.1%00.0%UnchangedHolders
Q4 20211,996$761.0K0.1%+15+0.8%AddedHolders
Q3 20211,981$776.0K0.1%−106−5.1%ReducedHolders
Q2 20212,087$537.0K0.1%+138+7.1%AddedHolders
Q1 20211,949$410.0K0.1%––Holders

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