Enterprise Trust & Investment Co

13F Portfolio Filings

Most recent 13F
Q2 2022
Holdings reported by
Location
Los Gatos, CA
CIK
0001777127
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 Reported by Lido Advisors, LLC 13F-NT 8/7/2026 000117266126003161
Q1 2026 Reported by Lido Advisors, LLC 13F-NT 5/13/2026 000117266126001801
Q4 2025 Reported by Lido Advisors, LLC 13F-NT 2/12/2026 000117266126000679
Q3 2025 Reported by Lido Advisors, LLC 13F-NT 12/4/2025 000117266125005242
Q2 2025 Reported by Lido Advisors, LLC 13F-NT 8/13/2025 000117266125003114
Q1 2025 Reported by Lido Advisors, LLC 13F-NT 5/15/2025 000117266125002187
Q4 2024 Reported by Lido Advisors, LLC 13F-NT 2/14/2025 000117266125001103
Q3 2024 Reported by Lido Advisors, LLC 13F-NT 11/14/2024 000117266124004935
Q2 2024 Reported by Lido Advisors, LLC 13F-NT 8/15/2024 000117266124003586
Q1 2024 Reported by Lido Advisors, LLC 13F-NT 5/15/2024 000117266124002457
Q4 2023 Reported by Lido Advisors, LLC 13F-NT 2/14/2024 000117266124001257
Q2 2022 359 239,504 SPY, MSFT, AAPL, NVDA 13F-HR 7/21/2022 000177712722000003
Q1 2022 194 279,548 SPY, NVDA, MSFT, AAPL 13F-HR 4/7/2022 000177712722000002
Q4 2021 207 286,079 NVDA, SPY, MSFT, AAPL 13F-HR 1/18/2022 000177712722000001
Q3 2021 209 247,159 SPY, MSFT, NVDA, AAPL 13F-HR 10/13/2021 000177712721000004
Q2 2021 205 244,424 SPY, MSFT, NVDA, AAPL 13F-HR 7/12/2021 000177712721000003
Q1 2021 180 223,627 SPY, MSFT, AAPL, NVDA 13F-HR 4/13/2021 000177712721000002
Q4 2020 183 211,971 SPY, MSFT, AAPL, NVDA 13F-HR 1/14/2021 000177712721000001
Q3 2020 193 178,773 MSFT, SPY, AAPL, NVDA 13F-HR 10/8/2020 000177712720000006
Q2 2020 189 167,522 MSFT, SPY, AAPL, NVDA 13F-HR 7/15/2020 000177712720000004
Q1 2020 186 142,598 MSFT, SPY, AAPL, NVDA 13F-HR 4/6/2020 000177712720000002
Q4 2019 189 179,334 MSFT, SPY, AAPL, NVDA 13F-HR 1/7/2020 000177712720000001
Q3 2019 200 163,216 MSFT, SPY, AAPL, ISRG 13F-HR 10/2/2019 000177712719000002
Q2 2019 184 160,972 MSFT, SPY, AAPL, ISRG 13F-HR 8/6/2019 000177712719000001