Current Market Value 8,395,165,015
Current Holdings 707
Most Recent File Date 2025-08-14
Total Filings on Record 59
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Moneta Group Investment Advisors Llc . 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 707 8,395,165
2025-05-15 2025-03-31 13F-HR 668 7,253,809
2025-02-11 2024-12-31 13F-HR 664 7,138,252
2024-11-12 2024-09-30 13F-HR 646 6,885,796
2024-08-13 2024-06-30 13F-HR 609 6,262,588
2024-08-13 2024-03-31 13F-HR 607 6,136,211
2024-02-15 2023-12-31 13F-HR 565 5,060,796
2023-11-15 2023-09-30 13F-HR 527 4,403,376
2023-08-15 2023-06-30 13F-HR 545 4,515,165
2023-05-15 2023-03-31 13F-HR 540 4,166,292
2023-02-16 2022-12-31 13F-HR/A 1 R 471 3,878,144
2023-02-16 2022-12-31 13F-HR/A 2 R 456 3,648,770
2023-02-15 2022-12-31 13F-HR 471 3,878,144
2022-11-14 2022-09-30 13F-HR 432 2,625,602
2022-08-15 2022-06-30 13F-HR 469 2,929,161
2022-05-11 2022-03-31 13F-HR 446 2,548,455
2022-02-11 2021-12-31 13F-HR 476 2,459,704
2021-11-12 2021-09-30 13F-HR 454 2,169,282
2021-08-13 2021-06-30 13F-HR 449 2,170,845
2021-05-14 2021-03-31 13F-HR 420 1,891,366
2021-02-12 2020-12-31 13F-HR 315 1,391,589
2020-11-13 2020-09-30 13F-HR 272 1,148,978
2020-08-12 2020-06-30 13F-HR 250 1,053,605
2020-05-13 2020-03-31 13F-HR 233 961,299
2020-02-11 2019-12-31 13F-HR 273 1,192,165
2019-11-12 2019-09-30 13F-HR 275 1,069,790
2019-08-16 2019-06-30 13F-HR/A 1 R 248 1,014,945
2019-08-13 2019-06-30 13F-HR 248 1,014,945
2019-05-16 2019-03-31 13F-HR/A 1 R 255 956,930
2019-05-15 2019-03-31 13F-HR 255 956,930
2019-02-08 2018-12-31 13F-HR 210 838,534
2018-11-13 2018-09-30 13F-HR 237 977,571
2018-08-15 2018-06-30 13F-HR/A 2 R 381 897,380
2018-08-15 2018-06-30 13F-HR/A 1 R 886 913,440
2018-08-14 2018-06-30 13F-HR 1101 1,035,385
2018-05-14 2018-03-31 13F-HR 612 751,003
2018-02-13 2017-12-31 13F-HR 570 661,193
2017-11-13 2017-09-30 13F-HR 195 643,435
2017-08-14 2017-06-30 13F-HR 182 614,062
2017-05-15 2017-03-31 13F-HR 158 504,419
2017-02-14 2016-12-31 13F-HR 169 487,903
2016-11-15 2016-09-30 13F-HR 139 440,561
2016-08-17 2016-06-30 13F-HR 158 457,039
2016-05-13 2016-03-31 13F-HR 165 450,185
2016-02-16 2015-12-31 13F-HR 137 406,914
2015-11-16 2015-09-30 13F-HR 532 359,396
2015-08-17 2015-06-30 13F-HR 125 327,692
2015-05-08 2015-03-31 13F-HR 141 233,241
2015-01-30 2014-12-31 13F-HR 0 0
2014-11-03 2014-09-30 13F-HR 136 192,076
2014-08-13 2014-06-30 13F-HR/A 1 R 133 185,709
2014-08-13 2014-06-30 13F-HR 121 169,417
2014-05-22 2014-03-31 13F-HR 121 169,417
2014-05-23 2013-12-31 13F-HR 125 165,965
2014-05-23 2013-09-30 13F-HR 116 151,767
2014-05-23 2013-06-30 13F-HR 113 141,950
2014-05-22 2013-03-31 13F-HR 110 132,780
2014-05-22 2012-12-31 13F-HR 103 115,503
2014-05-23 2012-09-30 13F-HR 101 109,078