Lebenthal Global Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Hauppauge, NY
CIK
0001845766
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
190
547,620
JEPQ, JEPI, ICVT, VCIT
13F-HR
1/22/2025
000117266125000303
Q3 2024
182
492,580
JEPQ, JEPI, VCIT, TLT
13F-HR
10/28/2024
000117266124004375
Q2 2024
179
456,268
JEPI, VCIT, VTV, JEPQ
13F-HR
7/24/2024
000117266124002888
Q1 2024
186
450,125
JEPI, VCIT, VTV, JEPQ
13F-HR
5/9/2024
000117266124002094
Q4 2023
189
430,126
JEPI, VTV, VCIT, JEPQ
13F-HR
2/7/2024
000117266124000505
Q3 2023
122
332,240
JEPI, VCIT, VTV, MUB
13F-HR
11/8/2023
000117266123003683
Q2 2023
115
344,790
JEPI, VCIT, JPST, VTV
13F-HR
8/8/2023
000117266123002812
Q1 2023
111
326,589
JEPI, VCIT, JPST, VTV
13F-HR
5/5/2023
000117266123001862
Q4 2022
129
303,570
JEPI, VCIT, VTV, FHLC
13F-HR
2/6/2023
000117266123000472
Q3 2022
115
218,323
FHLC, JEPI, VCIT, VTV
13F-HR
11/8/2022
000160658722002186
Q2 2022
130
206,230
JEPI, FHLC, VTV, QUAL
13F-HR
8/5/2022
000160658722001625
Q1 2022
147
234,705
FHLC, XLY, VTV, BBN
13F-HR
5/10/2022
000160658722001071
Q4 2021
165
247,258
FNDF, SPY, BBN, VTV
RESTATEMENT
4/14/2022
000160658722000669
Q3 2021
127
159,142
BBN, SPY, FNDF, XSOE
13F-HR
11/1/2021
000160658721001465
Q2 2021
157
186,174
BBN, SPY, FNDF, ARKK
13F-HR
8/5/2021
000160658721001042
Q1 2021
134
162,740
BBN, SPY, ARKK, IYG
13F-HR
5/7/2021
000160658721000632
Q4 2020
593
141,191
BBN, SPY, ARKK, SCHD
13F-HR
2/12/2021
000160658721000312
Showing 1 to 17 of 17 entries
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Additional filings from Lebenthal Global Advisors, LLC that have since been restated
Q4 2021