LPF Advisors LLC 13F Filings

LPF Advisors LLC 13F Filings

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LPF Advisors LLC 13F Portfolio Filings Most recent 13F Q3 2024. Location Sarasota, FL CIK 0001799556 All SEC filings ... Holdings Value Quarter Holdings Value ($000) Top Holdings …

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LPF ADVISORS LLC Top 13F Holdings - WhaleWisdom.com

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LPF Advisors is a large advisory firm with 696 clients and discretionary assets under management (AUM) of $231,345,807 (Form ADV from 2024-06-27). Their last reported 13F filing for Q3 …

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LPF Advisors LLC Q3 2024 13F Top Portfolio Holdings

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LPF Advisors LLC reported 37 holdings with total value $117 M as of Q3 2024. Top holdings included VTI, BND, QQQ, VCIT, and FBND. LPF Advisors LLC Q3 2024 13F Holdings …

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LPF Advisors LLC Q1 2024 13F Top Portfolio Holdings

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LPF Advisors LLC reported 29 holdings with total value $99.8 M as of Q1 2024. Top holdings included VTI, BND, QQQ, VCIT, and FBND. LPF Advisors LLC Q1 2024 13F Holdings …

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Lpf Advisors 13F Annual Report (2024) - Wallmine

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$96.5 billion Assets Under Management (AUM) As of 5th July 2024, Lpf Advisors’s top holding is 143,533 shares of Vanguard Index Fds currently worth over $35.1 billion and making up …

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Debbie Bectal - LPF Advisors LLC - Form 13F Portfolio Holdings ...

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Oct 21, 2024  · List of top 200 securities held by LPF Advisors LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.; The table below lists top 200 holdings for the reported quarter.

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SEC Form 13F Filings Explained: The Ultimate 13F Cheat Sheet

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4 days ago  · Filing Process for 13F Filings. Filing SEC Form 13F is a key responsibility for certain institutional investment managers. Those managing at least $100 million in assets must submit …

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