Parkside Advisors LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Berkeley, CA
CIK
0001585550
Alternate names
Grubman Wealth Management
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 79 321,866 13F-HR 10/10/2023 000106299323019154 Parkside Advisors LLC
Q2 2023 75 322,841 13F-HR 7/10/2023 000106299323014780 Parkside Advisors LLC
Q1 2023 76 302,134 13F-HR 4/10/2023 000106299323008976 Parkside Advisors LLC
Q4 2022 82 285,752 13F-HR 1/9/2023 000106299323000723 Parkside Advisors LLC
Q3 2022 60 262,567 13F-HR 10/11/2022 000106299322020706 Parkside Advisors LLC
Q2 2022 64 276,938 13F-HR 7/12/2022 000106299322016237 Parkside Advisors LLC
Q1 2022 68 316,208 13F-HR 4/13/2022 000106299322010180 Parkside Advisors LLC
Q4 2021 72 329,763 13F-HR 1/13/2022 000106299322001031 Parkside Advisors LLC
Q3 2021 70 320,402 13F-HR 10/12/2021 000106299321009436 Parkside Advisors LLC
Q2 2021 70 313,701 13F-HR 7/12/2021 000106299321006455 Parkside Advisors LLC
Q1 2021 67 289,875 13F-HR 4/9/2021 000106299321003540 Parkside Advisors LLC
Q4 2020 69 266,798 13F-HR 1/11/2021 000106299321000261 Parkside Advisors LLC
Q3 2020 61 227,227 13F-HR 10/6/2020 000106299320004800 Parkside Advisors LLC
Q2 2020 60 214,887 13F-HR 7/8/2020 000106299320003180 Parkside Advisors LLC
Q1 2020 58 184,119 13F-HR 4/7/2020 000106299320001673 Parkside Advisors LLC
Q4 2019 71 223,635 13F-HR 1/15/2020 000106299320000151 Parkside Advisors LLC
Q3 2019 62 189,949 13F-HR 10/9/2019 000106299319003858 Parkside Advisors LLC
Q2 2019 61 181,148 13F-HR 7/10/2019 000106299319002844 Parkside Advisors LLC
Q1 2019 58 176,162 13F-HR 4/11/2019 000106299319001666 Parkside Advisors LLC
Q4 2018 60 163,586 13F-HR 1/11/2019 000106299319000158 Parkside Advisors LLC
Q3 2018 45 149,741 13F-HR 10/11/2018 000106299318004037 Parkside Advisors LLC
Q2 2018 41 141,304 13F-HR 7/12/2018 000106299318002885 Grubman Wealth Management
Q1 2018 37 140,407 13F-HR 4/10/2018 000106299318001567 Grubman Wealth Management
Q4 2017 36 142,159 13F-HR 1/10/2018 000106299318000110 Grubman Wealth Management
Q3 2017 38 141,097 13F-HR 10/10/2017 000106299317004369 Grubman Wealth Management
Q2 2017 38 140,427 13F-HR 7/10/2017 000106299317003166 Grubman Wealth Management
Q1 2017 36 138,046 13F-HR 4/7/2017 000106299317001776 Grubman Wealth Management
Q4 2016 28 132,468 13F-HR 1/9/2017 000106299317000075 Grubman Wealth Management
Q3 2016 28 135,496 13F-HR 10/7/2016 000106299316011665 Grubman Wealth Management
Q2 2016 28 141,370 13F-HR 7/7/2016 000106299316010442 Grubman Wealth Management
Q1 2016 33 142,949 13F-HR 4/7/2016 000106299316008809 Grubman Wealth Management
Q4 2015 30 134,676 13F-HR 1/8/2016 000106299316006968 Grubman Wealth Management
Q3 2015 30 134,900 13F-HR 10/7/2015 000106299315005320 Grubman Wealth Management
Q2 2015 31 146,155 13F-HR 7/7/2015 000106299315003739 Grubman Wealth Management
Q1 2015 30 144,956 13F-HR 4/7/2015 000106299315001801 Grubman Wealth Management
Q4 2014 33 138,522 13F-HR 1/8/2015 000106299315000065 Grubman Wealth Management
Q3 2014 32 136,455 13F-HR 10/6/2014 000106299314005817 Grubman Wealth Management
Q2 2014 31 140,238 13F-HR 7/9/2014 000106299314004120 Grubman Wealth Management
Q1 2014 30 130,292 13F-HR 4/8/2014 000106299314001997 Grubman Wealth Management
Q4 2013 29 122,283 13F-HR 1/9/2014 000106299314000113 Grubman Wealth Management