Grove Bank & Trust

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Miami, FL
CIK
0001662212
Alternate names
Coconut Grove Bank
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 587 543,546 VOO, IJH, AAPL, IJR 13F-HR 1/30/2024 000095012324000476
Q3 2023 738 490,604 VOO, IJH, AAPL, IJR 13F-HR 10/30/2023 000095012323009117
Q2 2023 636 495,122 VOO, IJH, AAPL, IJR 13F-HR 7/27/2023 000095012323006329
Q1 2023 727 473,023 VOO, IJH, AAPL, IJR 13F-HR 5/10/2023 000095012323004216
Q4 2022 641 453,210 VOO, IJH, IJR, AAPL 13F-HR 2/3/2023 000095012323000690
Q3 2022 206 403,556 IJH, IJR, AAPL, VOO 13F-HR 10/28/2022 000095012322010520
Q2 2022 208 417,615 IJH, IJR, VOO, AAPL 13F-HR 7/29/2022 000095012322007501
Q1 2022 229 508,458 IJH, IJR, VOO, AAPL 13F-HR 4/22/2022 000095012322004182
Q4 2021 237 523,615 IJH, IJR, VOO, AAPL 13F-HR 1/31/2022 000095012322000660
Q3 2021 232 475,306 IJR, IJH, VOO, AAPL 13F-HR 10/28/2021 000095012321013615
Q2 2021 221 461,770 IJR, IJH, VOO, AAPL 13F-HR 7/28/2021 000095012321009267
Q1 2021 212 425,163 IJR, IJH, VOO, IEFA 13F-HR 4/23/2021 000095012321004821
Q4 2020 196 385,033 IJR, IJH, VOO, AAPL 13F-HR 2/3/2021 000095012321000894
Q3 2020 178 326,498 IJH, IJR, VOO, AAPL 13F-HR 10/30/2020 000095012320010591
Q2 2020 176 303,642 IJH, IJR, VOO, IEFA 13F-HR 7/31/2020 000095012320007385
Q1 2020 162 253,364 IJH, IJR, VOO, LMBS 13F-HR 5/5/2020 000095012320003873
Q4 2019 182 332,784 IJR, IJH, RSP, VOO 13F-HR 2/11/2020 000095012320001317
Q3 2019 178 310,183 IJH, IJR, VOO, RSP 13F-HR 10/30/2019 000095012319009780
Q2 2019 162 273,685 IJH, IJR, VOO, RSP 13F-HR 7/24/2019 000095012319006598
Q1 2019 162 260,591 IJR, IJH, VOO, RSP 13F-HR 4/26/2019 000095012319003610
Q4 2018 151 214,305 IJR, IJH, VOO, LMBS 13F-HR 2/13/2019 000095012319001401
Q3 2018 152 243,584 IJR, IJH, RSP, VOO 13F-HR 11/7/2018 000095012318010624
Q2 2018 154 234,638 IJR, IJH, VOO, RSP 13F-HR 8/3/2018 000095012318007330
Q1 2018 159 225,958 IJR, IJH, IGSB, MDY 13F-HR 5/7/2018 000095012318004269
Q4 2017 519 229,095 IJR, IJH, IGSB, MDY 13F-HR 2/2/2018 000095012318000677
Q3 2017 570 205,624 IJR, IGSB, MDY, IJH 13F-HR 11/13/2017 000095012317010067
Q2 2017 672 156,321 IGSB, IJR, XOM, IGIB 13F-HR 7/28/2017 000095012317006394
Q1 2017 541 121,824 IGSB, IJR, XOM, VNQ 13F-HR 4/28/2017 000095012317003650
Q4 2016 581 130,960 IGSB, IJR, XOM, VNQ 13F-HR 2/3/2017 000095012317000808
Q3 2016 244 117,378 IGSB, IJR, XOM, VNQ 13F-HR 11/4/2016 000095012316021190
Q2 2016 272 111,620 IGSB, XOM, IJR, VNQ 13F-HR 8/5/2016 000095012316018888
Q1 2016 266 109,739 IGSB, XOM, HEDJ, IJR 13F-HR 5/11/2016 000095012316016549
Q4 2015 351 111,548 IGSB, XOM, HEDJ, HYG 13F-HR 1/27/2016 000095012316013090