Surevest - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Surevest going back to Feb. 20, 2019
- Surevest 2022 Q3 - filed Nov. 14, 2022 - new!
- Surevest 2022 Q2 - filed Aug. 15, 2022
- Surevest 2022 Q1 - filed May 16, 2022
- Surevest 2021 Q4 - filed Feb. 11, 2022
- Surevest 2021 Q3 - filed Oct. 13, 2021
- Surevest 2021 Q2 - filed Aug. 6, 2021
- Surevest 2021 Q1 - filed April 19, 2021
- Surevest 2020 Q4 - filed Feb. 4, 2021
- Surevest 2020 Q3 - filed Oct. 16, 2020
- Surevest 2020 Q2 - filed July 15, 2020
- Surevest 2020 Q1 - filed April 16, 2020
- Surevest 2019 Q4 - filed Jan. 14, 2020
- Surevest 2019 Q3 - filed Oct. 15, 2019
- Surevest 2019 Q2 - filed July 10, 2019
- Surevest 2019 Q1 - filed April 9, 2019
- Surevest 2018 Q4 - filed Feb. 20, 2019