Clarfeld Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2018
Location
Tarrytown, NY
CIK
0001766347
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 Reported by Citizens Financial Group Inc/RI 13F-NT 10/23/2026 000176634726000015
Q2 2026 Reported by Citizens Financial Group Inc/RI 13F-NT 8/7/2026 000176634726000012
Q1 2026 Reported by Citizens Financial Group, Inc. 13F-NT 5/1/2026 000176634726000005
Q4 2025 Reported by Citizens Financial Group, Inc. 13F-NT 1/30/2026 000176634726000003
Q3 2025 Reported by Citizens Financial Group, Inc. 13F-NT 10/24/2025 000176634725000014
Q2 2025 Reported by Citizens Financial Group, Inc. 13F-NT 8/8/2025 000176634725000011
Q1 2025 Reported by Citizens Financial Group, Inc. 13F-NT 5/9/2025 000176634725000006
Q4 2024 Reported by Citizens Financial Group, Inc. 13F-NT 2/7/2025 000176634725000003
Q3 2024 Reported by Citizens Financial Group, Inc. 13F-NT 11/8/2024 000176634724000014
Q2 2024 Reported by Citizens Financial Group, Inc. 13F-NT 8/9/2024 000176634724000010
Q1 2024 Reported by Citizens Financial Group, Inc. 13F-NT 5/10/2024 000176634724000007
Q4 2023 Reported by Citizens Financial Group, Inc. 13F-NT 2/2/2024 000176634724000004
Q4 2018 533 120,453 IVV, IWM, EFA, EEM 13F-HR 2/15/2019 000176634719000001