Current Market Value 1,147,230,000
Current Holdings 229
Most Recent File Date 2021-02-04
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SVA Wealth Management, 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)
2021-02-04 2020-12-31 13F-HR 229 1,147,230
2020-10-27 2020-09-30 13F-HR 210 1,009,204
2020-08-04 2020-06-30 13F-HR 198 936,602
2020-05-12 2020-03-31 13F-HR 184 871,617
2020-02-11 2019-12-31 13F-HR 205 1,090,928
2019-11-06 2019-09-30 13F-HR 199 1,019,435
2019-08-13 2019-06-30 13F-HR 207 1,015,626
2019-05-06 2019-03-31 13F-HR 209 1,034,709
2019-02-11 2018-12-31 13F-HR 207 889,238
2018-11-13 2018-09-30 13F-HR 212 984,491
2018-08-13 2018-06-30 13F-HR 213 926,036
2018-05-10 2018-03-31 13F-HR 207 809,152
2018-02-12 2017-12-31 13F-HR 206 852,827
2017-11-13 2017-09-30 13F-HR 207 809,152
2017-08-10 2017-06-30 13F-HR 201 771,551
2017-05-10 2017-03-31 13F-HR 198 737,158
2017-02-14 2016-12-31 13F-HR 198 670,981
2016-11-14 2016-09-30 13F-HR 198 642,351
2016-08-12 2016-06-30 13F-HR 205 618,863
2016-05-09 2016-03-31 13F-HR 202 603,947
2016-02-09 2015-12-31 13F-HR 212 577,962
2015-11-12 2015-09-30 13F-HR 206 536,154
2015-08-12 2015-06-30 13F-HR 209 543,544
2015-05-14 2015-03-31 13F-HR 213 548,055
2015-02-11 2014-12-31 13F-HR 194 275,424
2014-11-12 2014-09-30 13F-HR 163 234,636
2014-08-13 2014-06-30 13F-HR 167 233,863
2014-05-14 2014-03-31 13F-HR 157 211,810
2014-02-11 2013-12-31 13F-HR 134 167,617