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YorkBridge Wealth Partners, LLC

SEC CIK
0001696064
Latest filing
Jan 26, 2023

SAP holding history

SAP SE in every 13F filed by YorkBridge Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SAP overviewAll 13F holders of SAPFull Q4 2022 holdings

Shares (Q4 2022)
12,117
Value
$1.25M
% of portfolio
0.3%
Quarters held
8
Since Q1 2021
Holdings of SAP by YorkBridge Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202212,117$1.25M0.3%+799+7.1%AddedHolders
Q3 202211,318$920.0K0.2%+180+1.6%AddedHolders
Q2 202211,138$1.01M0.3%+3,930+54.5%AddedHolders
Q1 20227,208$800.0K0.2%+96+1.3%AddedHolders
Q4 20217,112$996.0K0.2%+121+1.7%AddedHolders
Q3 20216,991$944.0K0.2%+452+6.9%AddedHolders
Q2 20216,539$918.0K0.2%−1,687−20.5%ReducedHolders
Q1 20218,226$1.01M0.3%––Holders

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