Current Market Value 917,025,000
Current Holdings 344
Most Recent File Date 2022-11-14
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Brewin Dolphin Wealth Management Ltd . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-14 2022-06-30 13F-HR 344 917,025
2022-11-14 2022-03-31 13F-HR 376 894,083
2022-11-14 2021-12-31 13F-HR 323 928,171
2023-11-09 2021-09-30 13F-HR 332 876,930
2023-11-09 2021-06-30 13F-HR 334 823,138
2023-11-09 2021-03-31 13F-HR 320 654,730
2023-11-09 2020-12-31 13F-HR 279 594,238
2023-11-09 2020-09-30 13F-HR 292 541,245
2023-11-09 2020-06-30 13F-HR 288 467,842
2023-11-09 2020-03-31 13F-HR 203 185,317
2023-11-09 2019-12-31 13F-HR 196 216,442
2023-11-09 2019-09-30 13F-HR 194 196,936
2023-11-09 2019-06-30 13F-HR 193 191,792
2023-11-09 2019-03-31 13F-HR 188 183,813
2023-11-09 2018-12-31 13F-HR 182 165,135
2023-11-09 2018-09-30 13F-HR 188 185,912
2023-11-09 2018-06-30 13F-HR 188 168,169
2023-11-09 2018-03-31 13F-HR 177 162,114
2023-11-09 2017-12-31 13F-HR 166 157,198
2023-11-09 2017-09-30 13F-HR 157 144,072