Current Market Value 194,663,000
Current Holdings 80
Most Recent File Date 2021-07-28
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Vontobel Swiss Wealth Advisors AG . 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)
2021-07-28 2021-06-30 13F-HR 80 194,663
2021-05-04 2021-03-31 13F-HR 70 179,358
2021-02-02 2020-12-31 13F-HR 72 175,776
2020-10-27 2020-09-30 13F-HR 64 143,154
2020-07-31 2020-06-30 13F-HR 80 152,276
2020-05-06 2020-03-31 13F-HR 85 131,305
2020-02-05 2019-12-31 13F-HR 94 152,943
2019-10-25 2019-09-30 13F-HR 102 155,176
2019-08-12 2019-06-30 13F-HR 115 186,501
2019-05-02 2019-03-31 13F-HR 57 92,135
2019-02-12 2018-12-31 13F-HR 77 134,542
2018-11-13 2018-09-30 13F-HR 86 170,734
2018-08-10 2018-06-30 13F-HR 85 176,217
2018-05-11 2018-03-31 13F-HR 86 189,536
2018-02-05 2017-12-31 13F-HR 83 169,893
2017-11-06 2017-09-30 13F-HR 71 163,992
2017-07-24 2017-06-30 13F-HR 68 157,287
2017-05-12 2017-03-31 13F-HR 68 184,625
2017-02-08 2016-12-31 13F-HR 69 162,777
2016-11-10 2016-09-30 13F-HR 71 186,546
2016-08-10 2016-06-30 13F-HR 73 168,601
2016-05-13 2016-03-31 13F-HR 68 188,088
2016-01-25 2015-12-31 13F-HR 58 169,831
2015-11-02 2015-09-30 13F-HR 48 145,552
2015-08-03 2015-06-30 13F-HR 39 149,334
2015-05-13 2015-03-31 13F-HR 43 147,044
2015-02-19 2014-12-31 13F-HR 114 136,859