Q3 2024
|
162 |
615,531 |
BBRE, MSFT, AAPL, NVDA
|
13F-HR
|
11/13/2024 |
000101923124000037 |
Q2 2024
|
171 |
512,954 |
BBRE, MSFT, AAPL, NVDA
|
RESTATEMENT
|
9/17/2024 |
000101923124000035 |
Q2 2024
|
16 |
264,694 |
BBRE, HCP, DOCN, IMTX
|
NEW HOLDINGS
|
8/29/2024 |
000101923124000030 |
Q1 2024
|
150 |
482,159 |
BBRE, MSFT, NVDA, MA
|
NEW HOLDINGS
|
8/29/2024 |
000101923124000032 |
Q1 2024
|
171 |
365,284 |
BBRE, AAPL, IVV, IMTX
|
NEW HOLDINGS
|
8/29/2024 |
000101923124000033 |
Q1 2024
|
13 |
240,921 |
BBRE, IMTX, TXN, VT
|
13F-HR
|
4/30/2024 |
000101923124000018 |
Q4 2023
|
171 |
365,284 |
BBRE, AAPL, IVV, IMTX
|
NEW HOLDINGS
|
8/29/2024 |
000101923124000034 |
Q4 2023
|
45 |
242,511 |
BBRE, IMTX, TXN, VT
|
13F-HR
|
2/28/2024 |
000101923124000008 |
Q3 2023
|
98 |
258,246 |
BBRE, MDAI, IMTX, IVV
|
NEW HOLDINGS
|
8/29/2024 |
000101923124000031 |
Q3 2023
|
19 |
225,770 |
BBRE, IMTX, TXN, VT
|
13F-HR
|
11/9/2023 |
000101923123000007 |
Q2 2023
|
18 |
258,641 |
BBRE, EOCW/U, IMTX, TXN
|
13F-HR
|
8/4/2023 |
000101923123000006 |
Q1 2023
|
19 |
260,309 |
BBRE, EOCW/U, TXN, IMTX
|
13F-HR
|
5/22/2023 |
000101923123000004 |
Q4 2022
|
52 |
265,698 |
BBRE, EOCW/U, HCP, IMTX
|
13F-HR
|
2/14/2023 |
000101923123000001 |
Q3 2022
|
41 |
266,842 |
BBRE, EOCW/U, KRTX, IMTX
|
13F-HR
|
11/14/2022 |
000101923122000006 |
Q2 2022
|
17 |
231,186 |
BBRE, EOCW/U, IMTX, TXN
|
13F-HR
|
8/4/2022 |
000101923122000005 |
Q1 2022
|
17 |
194,210 |
BBRE, EOCW/U, TXN, IMTX
|
13F-HR
|
5/6/2022 |
000101923122000004 |
Q4 2021
|
42 |
220,209 |
BBRE, DOCS, EOCW/U, TSHA
|
13F-HR
|
2/15/2022 |
000101923122000001 |
Q3 2021
|
41 |
175,002 |
ILMN, BBRE, TSHA, EOCW/U
|
13F-HR
|
11/9/2021 |
000101923121000011 |
Q2 2021
|
18 |
130,363 |
TSHA, BEAM, EOCW/U, VT
|
13F-HR
|
8/6/2021 |
000101923121000009 |
Q1 2021
|
21 |
170,445 |
ACCD, TSHA, BEAM, VT
|
13F-HR
|
5/7/2021 |
000101923121000008 |
Q4 2020
|
39 |
92,348 |
TSHA, VT, IMTX, TXN
|
13F-HR
|
2/5/2021 |
000101923121000004 |
Q3 2020
|
24 |
96,076 |
TSHA, VT, CSTL, IMTX
|
13F-HR
|
11/6/2020 |
000101923120000006 |
Q2 2020
|
11 |
25,863 |
VT, TXN, SOLY, AGLE
|
13F-HR
|
8/4/2020 |
000101923120000005 |
Q1 2020
|
9 |
72,490 |
SPY, VT, SOLY, TXN
|
13F-HR
|
5/15/2020 |
000101923120000004 |
Q4 2019
|
37 |
93,669 |
SPY, VT, SOLY, TXN
|
13F-HR
|
2/10/2020 |
000101923120000003 |
Q2 2019
|
21 |
80,789 |
SPY, TXN, VEA, VOO
|
13F-HR
|
8/19/2019 |
000101923119000005 |
Q1 2019
|
42 |
78,600 |
SPY, TXN, VEA, VOO
|
13F-HR
|
5/1/2019 |
000101923119000004 |
Q4 2018
|
61 |
92,561 |
SPY, ENB.TO, EPD, TXN
|
13F-HR
|
2/14/2019 |
000101923119000001 |
Q3 2018
|
20 |
80,904 |
SPY, TXN, VEA, AGLE
|
13F-HR
|
11/13/2018 |
000101923118000009 |
Q2 2018
|
18 |
259,708 |
SPY, AGLE, TXN, VEA
|
13F-HR
|
8/7/2018 |
000101923118000008 |
Q1 2018
|
15 |
253,697 |
SPY, AGLE, TXN, VEA
|
13F-HR
|
5/11/2018 |
000101923118000007 |
Q4 2017
|
76 |
25,901 |
VEA, TXN, VOO, VOE
|
13F-HR
|
2/8/2018 |
000101923118000001 |
Q3 2017
|
25 |
41,748 |
TXN, WILLIAMS PARTNERS LP, VEA, VOO
|
13F-HR
|
11/13/2017 |
000101923117000006 |
Q2 2017
|
24 |
33,640 |
WILLIAMS PARTNERS LP, VEA, VOO, VOE
|
13F-HR
|
8/3/2017 |
000101923117000005 |
Q1 2017
|
23 |
38,291 |
WILLIAMS PARTNERS LP, AGLE, VEA, VOE
|
13F-HR
|
4/20/2017 |
000101923117000004 |
Q4 2016
|
35 |
34,867 |
WILLIAMS PARTNERS LP, BIO-PATH HOLDINGS INC, VEA, VOE
|
13F-HR
|
2/7/2017 |
000101923117000001 |
Q3 2016
|
25 |
37,525 |
WILLIAMS PARTNERS LP, BIO-PATH HOLDINGS INC, VEA, VOE
|
13F-HR
|
11/3/2016 |
000101923116000028 |
Q2 2016
|
22 |
34,437 |
BIO-PATH HOLDINGS INC, WILLIAMS PARTNERS LP, VOO, VWO
|
13F-HR
|
8/11/2016 |
000101923116000027 |
Q1 2016
|
21 |
32,080 |
BIO-PATH HOLDINGS INC, WILLIAMS PARTNERS LP, VOO, VWO
|
13F-HR
|
4/25/2016 |
000101923116000026 |
Q4 2015
|
30 |
48,613 |
TCRT, WILLIAMS PARTNERS LP, BIO-PATH HOLDINGS INC, VOO
|
13F-HR
|
2/5/2016 |
000101923116000017 |
Q3 2015
|
22 |
203,366 |
TCRT, PGEN, WILLIAMS PARTNERS LP, BIO-PATH HOLDINGS INC
|
13F-HR
|
11/9/2015 |
000101923115000016 |
Q2 2015
|
18 |
279,876 |
TCRT, PGEN, WILLIAMS PARTNERS LP, BIO-PATH HOLDINGS INC
|
13F-HR
|
8/13/2015 |
000101923115000015 |
Q1 2015
|
18 |
256,447 |
TCRT, PGEN, WILLIAMS PARTNERS LP, BIO-PATH HOLDINGS INC
|
RESTATEMENT
|
5/13/2015 |
000101923115000012 |
Q4 2014
|
42 |
38,620 |
BIO-PATH HOLDINGS INC, WPZ, VOO, VEA
|
13F-HR
|
2/6/2015 |
000101923115000001 |
Q3 2014
|
23 |
28,205 |
BIO-PATH HOLDINGS INC, VOO, VWO, VEA
|
RESTATEMENT
|
11/5/2014 |
000101923114000008 |
Q3 2014
|
25 |
84,615 |
BIO-PATH HOLDINGS INC, VOO, VWO, VEA
|
RESTATEMENT
|
10/29/2014 |
000101923114000007 |
Q2 2014
|
42 |
262,479 |
IYR, ETP, EPD, MMP
|
RESTATEMENT
|
11/5/2014 |
000101923114000009 |
Q1 2014
|
36 |
238,569 |
IYR, BIO-PATH HOLDINGS INC, ETP, EPD
|
13F-HR
|
4/25/2014 |
000101923114000004 |
Q4 2013
|
29 |
140,585 |
ETP, EPD, KMP, MMP
|
13F-HR
|
2/6/2014 |
000101923114000001 |