Current Market Value 276,808,186
Current Holdings 131
Most Recent File Date 2025-07-09
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sandy Cove 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)
2025-07-09 2025-06-30 13F-HR 131 276,808
2025-05-12 2025-03-31 13F-HR 120 248,915
2025-01-15 2024-12-31 13F-HR 125 254,602
2024-10-17 2024-09-30 13F-HR 124 245,212
2024-07-23 2024-06-30 13F-HR 111 224,650
2024-04-17 2024-03-31 13F-HR 121 217,009
2024-01-17 2023-12-31 13F-HR 120 195,237
2023-11-13 2023-09-30 13F-HR 116 172,672
2023-08-14 2023-06-30 13F-HR 123 175,721
2023-05-12 2023-03-31 13F-HR 89 138,070
2023-01-23 2022-12-31 13F-HR 81 124,122
2022-11-14 2022-09-30 13F-HR 75 111,177
2022-08-11 2022-06-30 13F-HR 76 110,073
2022-05-04 2022-03-31 13F-HR 426 120,320
2022-02-04 2021-12-31 13F-HR 394 118,795